Getting Started with ATI

In order for ATI to fully assess and evaluate your financial situation, you will need to bring in the items listed below to the initial consultation. Please note: It is imperative that you inventory all these items for you and your spouse (if applicable), whether or not ATI is to work with these funds. The reason is that in order to devise an appropriate asset allocation, all the assets need to work together, and duplicative investments must be eliminated. Owning duplicative investments would increase your portfolio’s risk profile, as it is equivalent to putting your eggs in one basket.

Checklist for Initial Consultation current statements required

All Employer-sponsored Investment Plans (present and former employers)

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All IRAs
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All Taxable investment accounts (joint and individual)

Current cash positions (bank, CDs, Money Markets)

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Any individual stocks or bonds
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Estimated worth of any investment property

Any education-related investments (529 plans. Coverdells, etc.)

List of all outstanding debt and amounts/terms.

List of all life insurance policies (type of plan, pay out).

(Checklist in .pdf format)

We look forward to helping you achieve your financial goals and thank you for considering ATI for your investment needs.

Getting Started with ATI

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