Coursey Financial Services
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Financial Firedrill

Resources for your Future
The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. MassMutual, its employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal tax or legal counsel.​
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Important Financial Documents

  • Wills, Trusts, Power of Attorneys
  • Life Insurance Summary
  • Beneficiaries of Insurance/IRA’s
  • Annual IRA Statements
  • Company Benefit & Retirement Plans
  • Annual Mutual Fund Statements
  • Brokerage Statements
  • Real Estate, Mortgage & Homeowner’s Insurance
  • Birth Certificate / Passports / Military Papers
  • Social Security Statements
  • Credit Card Information
  • Deeds & Titles
  • Safe Deposit Box Information

Financial Resolutions

While it may not be as satisfying as losing ten pounds, organizing your financial planning could be one of your most rewarding New Year’s resolutions. The anxiety that most individuals feel about their finances is caused by a lack of attention, focus and communication. To gain control of your finances, you must establish and maintain accurate records, prioritize your financial goals and work with a financial professional to leverage their expertise to help you reach your objectives. Maintaining good financial records is a habit that will pay dividends for yourself and your family. Ask anyone who has had to piece together the financial affairs of a family member and they could share their frustration, which is similar to putting together a jigsaw puzzle without a picture. 
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Personal Records and Final Arrangements Guide

Completing this guide will provide an invaluable resource to your family at a difficult time and clarify your wishes for final arrangements. Once completed, please make a copy for your family, your advisors and your accessible financial records. 
Download guide

Where to Keep Financial and Legal Documents

This document suggests what type of storage for your important documents, whether you should keep a copy, and where to store duplicates.
download guide
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Survivor Planning Checklist

A guideline for organizing your estate affairs and communicating your final wishes to your family and friends. 
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Disclosure

Martin J. Coursey is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. (www.sipc.org)

Coursey Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

​Supervisory Office:
2321 Whitney Avenue, Suite 402
Hamden, CT  06518-3535
(203) 288-5700

Contact Us

Coursey Financial Group
231 Farmington Avenue
Farmington, Ct. 06032
860-674-2400
800-217-2200 

860-674-2405 - fax 

CRN202108-252440

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  • About
  • Contact
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