BALANCE SHEET
BALANCE SHEET
Please list every asset and liability below and bring this to your first meeting along with a copy of your most recent account statements. ASSETS SAVINGS AND INVESTMENT ACCOUNTS Owner
Company
Type
Approximate Value
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
$
$
$
$
$
$
$
$
$
$
$
$
REAL ESTATE Owner
Property Type
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Location (City/State)
Approximate Value
Primary Residence
Investment Property
$
Primary Residence
Investment Property
$
Primary Residence
Investment Property
$
Copyright © 2015, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
BALANCE SHEET
ASSETS - CONTINUED OTHER ASSETS Owner
Description
Type
Approximate Value
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
$
$
$
$
$
$
$
$
$
$
$
Life Insurance Owner
Beneficiary
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Type Term
Other Client
Term
Other
Death Benefit
$
$
$
$
$
$
Cash Value Other
Spouse Other
Cash Value
Other Spouse
Client
Company
Cash Value
Term
Cash Value Other Long-Term Care Insurance
Copyright © 2015, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
BALANCE SHEET
LIABILITIES MORTGAGE Owner
Property Type
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Property Value
Mortgage Amount
Primary Residence
Investment Property
$
$
Primary Residence
Investment Property
$
$
AUTO LOANS Owner
Year
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Make
Model
Value
Loan Amount
$
$
$
$
GENERAL DEBTS Owner
Company
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Type
Approximate Debt
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Copyright © 2015, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
Please list every asset and liability below and bring this to your first meeting along with a copy of your most recent account statements. ASSETS SAVINGS AND INVESTMENT ACCOUNTS Owner
Company
Type
Approximate Value
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
Client
Spouse
IRA
Retirement Plan
Non-IRA
Joint
Trust
Savings
Checking
Other
$
$
$
$
$
$
$
$
$
$
$
$
REAL ESTATE Owner
Property Type
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Location (City/State)
Approximate Value
Primary Residence
Investment Property
$
Primary Residence
Investment Property
$
Primary Residence
Investment Property
$
Copyright © 2015, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
BALANCE SHEET
ASSETS - CONTINUED OTHER ASSETS Owner
Description
Type
Approximate Value
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
Client
Spouse
Business
Vehicle
Equipment
Joint
Trust
Jewelry
Collectibles
Other
$
$
$
$
$
$
$
$
$
$
$
Life Insurance Owner
Beneficiary
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Type Term
Other Client
Term
Other
Death Benefit
$
$
$
$
$
$
Cash Value Other
Spouse Other
Cash Value
Other Spouse
Client
Company
Cash Value
Term
Cash Value Other Long-Term Care Insurance
Copyright © 2015, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
BALANCE SHEET
LIABILITIES MORTGAGE Owner
Property Type
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Property Value
Mortgage Amount
Primary Residence
Investment Property
$
$
Primary Residence
Investment Property
$
$
AUTO LOANS Owner
Year
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Make
Model
Value
Loan Amount
$
$
$
$
GENERAL DEBTS Owner
Company
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Client
Spouse
Joint
Trust
Type
Approximate Debt
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Credit Card
Student Loan
Other
$
Copyright © 2015, INSIGHT FINANCIAL SERVICES LLC. All Rights Reserved. Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through IFS Advisors, LLC (IFSA), a Registered Investment Adviser. IFSA, Insight Financial Services and NPC are separate and unrelated companies.
