4994 Lower Roswell Road NE, Suite 4, Marietta, GA 30068

 

Phone: 770-971-9141

 

Email: ifp@incompassfp.com

May/June 2023

The Name Game

The Name Game

Here’s a snapshot of the important documents and accounts you’ll need to update if you have moved or changed your name.


  • Employers (Benefits, Payroll, W-2)

  • Financial/Retirement Accounts

  • Insurance Policies

  • Legal Documents

  • Professional Licenses/Associations

  • Online Accounts

  • Social Security Card

  • DMV

  • Educational Institutions

  • Passport

  • Property Titles/Mortgage

  • Email Addresses


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Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory Services offered through Incompass Financial Partners, LLC. Incompass Financial Partners, LLC. is not affiliated with Triad Advisors, LLC.
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