Prepare for your consultation
A consultation with Keever Capital, LLC will be as individual as your needs. Relationships with M Holdings Securities, Inc. and trading through Pershing,
LLC enables us to provide you with personalized advice and deliver the right mix of products and services for you.
Find the Right Partner
As your partner, we understand it's important that you feel comfortable with your financial partner when building a customized financial plan to help achieve your goals for the long term.
Questions to Consider
To take full advantage of your consultation time, consider gathering the following information. The more you share about your goals, risk toleration and complete financial picture, the better we will be able to recommend optimal solutions.
At Keever Capital, LLC, our first step is to understand your goals.
What are your short term and long-term financial goals?
- Save for a house
- Save for children's education
- Develop a retirement plan
- Start a new business
- Transfer wealth to future generations
- Establish a legacy
What are your financial questions?
- Am I on the right financial path to meet my goals?
- How can I better manage all of my investment accounts?
- How can I consolidate 401(k) plans that are still with former employers?
- Is there a better tax management strategy for me?
What is your current financial situation?
- Current investments, income from all sources, stock options, and retirement savings
- Current expenses such as mortgage, credit cards, loans and ongoing monthly expenses
How do you want to manage your accounts?
- What is your risk tolerance?
- How much do you want to be involved in developing your financial strategy and monitoring your portfolio?
Have you done any estate or financial planning?
- Do you have a will or have you established a living trust?
- Have you designated beneficiaries to your employer's retirement plan or other accounts?
- Have you designated individuals to make important financial and health care decisions for you in the event you become incapacitated?
- Have you created a financial plan?
Information and documents to bring to your consultation:
- Answers to the questions above
- Income and 401(k) Plan documents
- Recent tax records
- Monthly expenses including credit cards, mortgage, rent, or loans
- Investment account statements
- Social Security Numbers, birth dates and addresses of joint account owners and beneficiaries
- Personal identification including a photo ID for each owner of your accounts
