Contact Form

Checklist

Checklist of items to bring to your first Appointment

Personal, Legal, and Estate Planning Documents

  • Current Wills and Trusts
  • Business Agreements (if appropriate)

Employment Documents

  • Group Insurance Booklet/Summary Sheet
  • Pension or Profit Sharing Information/Annual Statement and Retirement Projections
  • Deferred Compensation, Split Dollar or Other Benefit Agreements

Personal Financial Documents

  • Real Estate / Automobile / Other Tangible Assets
  • Investment Statements
  • Loan Information, i.e. Interest, Term, Amount
  • Last Year’s Tax Returns
  • Most Recent Financial Statements
  • Paycheck Itemized Withholding Stub for Each Working Spouse
  • Social Security Estimate

Insurance Information

  • Life Disability Policies, Long Term Care, and Medical Insurance Owned Either Personally or by Your Employer
  • Life Disability Policies, Long Term Care, and Medical Insurance on Other Family Members
  • Dividend Statements on Above Contracts

Our Offices

MECHANICSBURG – CORPORATE HEADQUARTERS

5001 Louise Drive
Suite 300
Mechanicsburg, PA 17055
phone: 717 791 3300
email:info@ufinancialgroup.com


STATE COLLEGE

Heritage Run Office Center
3949 S. Atherton Street
State College, PA 16801
phone: 814 466 6295
fax: 814 466 6828


EXTON

111 E. Uwchlan Avenue
Exton, PA 19341
phone: 610 458 7900
fax: 610 458 7907


LANCASTER

114 Foxshire Drive
Lancaster, PA, 17602
phone: 717 397 8284
fax: 717 397 9649


PHILADELPHIA

1420 Walnut St.
Philadelphia, PA 19102
phone:215 383 2824


KENNETT SQUARE

699 Unionville Road
Kennett Square, PA 19348
phone: 610 444 3344
fax: 610 444 8316


CHAMBERSBURG

273 Lincoln Way East
Chambersburg, PA 17201
phone: 717 414 5002


WILLIAMSPORT

1421 East Third Street
Williamsport, PA 17701
phone: 570 322 1313
fax: 570 322 8796