View Our Customer Relationship Summary

Planning Resources

2024 Key Financial Data

All credits, deductions, rates, and more in one convenient place

2023 Key Financial Data

All credits, deductions, rates, and more in one convenient place

Medical Care Planner

Use this document to record all medical conditions and contacts

Survivor Planning Checklist

Next steps for estate management

Financial Resolutions

Step by step guide for getting your financial life in order

Important Financial Documents

A reference list of significant items for safe keeping

Document Storage Guide

Where to keep financial and legal documents

Personal Records

Use this guide to provide your family with final arrangments

Fact Finding Questionnaire

Use this questionnaire to establish a solid financial plan

Digital Recordkeeping

Use this sheet to store important usernames and passwords

Coursey Financial Group
231 Farmington Avenue
Farmington, CT 06032
860-674-2400
800-217-2200
860-674-2405 – fax

CRN202408-620385

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 it affiliated companies.

Supervisory Office: 2321 Whitney Avenue, Suite 402, Hamden, CT 06518-3535, (203) 228-5700

© 2024 Coursey Financial Group, Incorporated. All rights reserved.

CT Web Design | ImageWorks, LLC.