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Send us your documents securely
To prepare for your review, we may ask for recent statements and policy documents. Please use the secure upload link below. For your protection, never send Social Security numbers or account numbers by regular email.
Helpful documents for your review
- Your most recent 401(k), 403(b), IRA and brokerage statements
- Annuity and life insurance annual statements or policy pages
- Your most recent tax return (Form 1040)
- Social Security benefit statement (from ssa.gov)
- Existing wills or trusts, if any
Files up to 25 MB each in PDF, JPG or PNG format. A clear phone photo of each page is fine.
Secure upload
Click the button to open our secure upload page in a new window. Enter your name and email so we can match your files to your review.
Having trouble? Call (855) 644-3309 or email Contact@WealthStrategiesUSA.com and we will send you a secure link.