A foundation for financial goals


Buy a House

  • Names, addresses, account numbers and balances for all creditors
  • A list of stocks, bonds, insurance policies with cash value, retirement funds and other investments owned and their current values
  • Proof of income from investment and/or rental property
  • Signed sales contract for property being purchased
  • Last pay stub with income noted or the last two years of income tax returns if self-employed
  • A check for the appraisal and flood zone determination