Items To Bring To Your Meeting

Retirement Asset Statements

  • IRA
  • Roth IRA
  • 401(k)
  • Pension
  • 403(b)
  • 457/401(a)
  • Annuity
  • Social Security

Liquid Asset Statements

  • Checking / Savings
  • Credit Union
  • Investment Accounts
  • Mutual Fund Accounts
  • Annuity

Legal Documents

  • Wills
  • Living Wills
  • Power of Attorney
  • Trusts

Insurance Statements

  • Life Insurance
  • Disability
  • Long Term Care
  • Employer Group Benefits

Tax Documents

  • Return (prior 2 years)


  • Pay Stubs
  • Rental Property
  • Farm Income
  • Pension
  • Social Security
  • Annuity

This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Great Plains Financial Advisors, LLC and any of its employees or representatives acting as an agent, may transact business in a particular state only if first registered, excluded or exempted from registration requirements . Great Plains Financial Advisors, LLC's president is a Registered Representative of First Heartland Capital,Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Great Plains Financial Advisors, LLC is not affiliated in any way with First Heartland Capital, Inc.

Securities offered through First Heartland Capital, Inc.


Advisory Services offered through First Heartland Consultants,Inc.

4101 Lake Saint Louis Boulevard

Lake Saint Louis, MO 63367


Great Plains Financial Advisors, LLC is not affiliated with First Heartland Capital,Inc.