1.  Complete our Retirement Planning Profile

Our Retirement Planning Profile is designed to help you take inventory and assign realistic values to your personal assets and liabilities.  It is the essential first step in organizing your financial future.  At Trade Street Wealth Advisors, our mission is to help you work toward your financial goals.  The information you provide in this questionnaire will assist us in making suitable recommendations for your particular situation.

• If your appointment is already scheduled, please complete and return this profile at least 2 business days prior to your appointment in order for our team to properly prepare for your meeting.

• If you have not yet scheduled an appointment, someone from our office will contact you, upon receipt of your profile, to review your information and schedule a convenient appointment time, if needed.

• We offer appointments Monday – Thursday 9:30 am – 4 pm, and Friday 10 am - 3 pm.  Please indicate your appointment preference at the end of the profile.

Option 1:  Electronic Form - Click Here - Online Retirement Planning Profile

* Upon completion, the electronic form will automatically be sent to us.

Option 2: Fillable Paper Form - Click Here: Retirement Planning Profile

* Upon completion of the paper form, please email a copy tswa@lpl.com

Need help calculating your Net Worth? Click Here

 2.  Bring the following to your appointment:

• Your latest statements for any existing investment accounts you would like to discuss

• Your most recent Social Security statement(s)

• Your driver's license(s)

• Your monthly budget (if you have one)

• The Social Security numbers and birthdates for your beneficiaries

• Optional: If you'd like to set up banking instructions for making deposits or withdrawals, please provide a voided check