| Core Personal & Legal Documents(7 files) |
  GumbleyG_2025_DriverLicense.pdf | Core Personal & Legal Documents | 2.1 MB | 15 Nov, 2025 | |
GumbleyG_2025_Passport.pdf | Core Personal & Legal Documents | 3.4 MB | 10 Oct, 2025 | |
GumbleyG_2025_SocialSecurityCard.pdf | Core Personal & Legal Documents | 0.8 MB | 05 Sep, 2025 | |
GumbleyG_2025_Trust_DoeFamilyRevocableTrust.pdf | Core Personal & Legal Documents | 4.2 MB | 20 Aug, 2025 | |
GumbleyG_2025_Will.pdf | Core Personal & Legal Documents | 1.5 MB | 18 Aug, 2025 | |
GumbleyG_2025_PowerOfAttorney_Financial.pdf | Core Personal & Legal Documents | 1.1 MB | 15 Aug, 2025 | |
GumbleyG_2025_HealthcareDirective.pdf | Core Personal & Legal Documents | 0.9 MB | 12 Aug, 2025 | |
| Financial Planning & Cash-Flow(7 files) |
GumbleyG_2025_FinancialPlan_Final.pdf | Financial Planning & Cash-Flow | 8.5 MB | 01 Dec, 2025 | |
GumbleyG_2025_NetWorthStatement_2025-12-31.xlsx | Financial Planning & Cash-Flow | 1.2 MB | 30 Nov, 2025 | |
GumbleyG_2025_CashFlowAnalysis_2025.xlsx | Financial Planning & Cash-Flow | 2.3 MB | 28 Nov, 2025 | |
GumbleyG_2025_Budget_2025.xlsx | Financial Planning & Cash-Flow | 1.8 MB | 25 Nov, 2025 | |
GumbleyG_2025_TaxReturn_2023_Federal.pdf | Financial Planning & Cash-Flow | 5.6 MB | 15 Apr, 2024 | |
GumbleyG_2025_TaxReturn_2023_State.pdf | Financial Planning & Cash-Flow | 3.2 MB | 15 Apr, 2024 | |
GumbleyG_2025_TaxReturn_2024_Projected.xlsx | Financial Planning & Cash-Flow | 1.4 MB | 20 Nov, 2025 | |
| Investment Accounts(5 files) |
GumbleyG_2025_Statement_Schwab_Brokerage_2025-11.pdf | Investment Accounts | 4.8 MB | 30 Nov, 2025 | |
GumbleyG_2025_Statement_Vanguard_401k_2025-11.pdf | Investment Accounts | 3.9 MB | 30 Nov, 2025 | |
GumbleyG_2025_Statement_Fidelity_IRA_2025-11.pdf | Investment Accounts | 2.7 MB | 30 Nov, 2025 | |
GumbleyG_2025_HeldAwayAssets_Overview.xlsx | Investment Accounts | 0.9 MB | 25 Nov, 2025 | |
GumbleyG_2025_InvestmentPolicyStatement_Signed.pdf | Investment Accounts | 1.6 MB | 01 Jan, 2025 | |
| Insurance(6 files) |
GumbleyG_2025_LifeInsurance_Policy_NorthwesternMutual.pdf | Insurance | 6.2 MB | 15 Mar, 2025 | |
GumbleyG_2025_LongTermCare_Policy_Genworth.pdf | Insurance | 4.8 MB | 20 Feb, 2025 | |
GumbleyG_2025_Homeowners_Policy_Travelers_2025.pdf | Insurance | 3.5 MB | 01 Jun, 2025 | |
GumbleyG_2025_Umbrella_Policy_Chubb_2025.pdf | Insurance | 2.1 MB | 01 Jun, 2025 | |
GumbleyG_2025_Auto_Policy_Geico_2025.pdf | Insurance | 1.8 MB | 15 Jul, 2025 | |
GumbleyG_2025_InsuranceSummary_2025.xlsx | Insurance | 0.6 MB | 20 Nov, 2025 | |
| Retirement & Benefits(4 files) |
GumbleyG_2025_SocialSecurity_Statement_2025.pdf | Retirement & Benefits | 2.4 MB | 01 Oct, 2025 | |
GumbleyG_2025_Pension_BenefitStatement_Boeing.pdf | Retirement & Benefits | 1.9 MB | 15 Sep, 2025 | |
GumbleyG_2025_StockOptions_RSUs_EquitySummary_2025.xlsx | Retirement & Benefits | 1.1 MB | 30 Nov, 2025 | |
GumbleyG_2025_DeferredComp_PlanSummary.pdf | Retirement & Benefits | 1.7 MB | 01 Aug, 2025 | |
| Estate Planning(4 files) |
GumbleyG_2025_EstateFlowchart_2025.pdf | Estate Planning | 3.2 MB | 20 Aug, 2025 | |
GumbleyG_2025_BeneficiaryReview_2025.xlsx | Estate Planning | 0.8 MB | 25 Nov, 2025 | |
GumbleyG_2025_Title_Deed_House_123MainSt.pdf | Estate Planning | 4.5 MB | 10 May, 2020 | |
GumbleyG_2025_RealEstate_HoldingsSummary.xlsx | Estate Planning | 0.7 MB | 20 Nov, 2025 | |
| Advisor-Specific Documents(3 files) |
GumbleyG_2025_AdvisoryAgreement_Signed.pdf | Advisor-Specific Documents | 2.8 MB | 01 Jan, 2025 | |
GumbleyG_2025_FormCRS_DeliveryReceipt.pdf | Advisor-Specific Documents | 0.5 MB | 01 Jan, 2025 | |
GumbleyG_2025_FormADV_Part2B_Supplement.pdf | Advisor-Specific Documents | 1.2 MB | 01 Jan, 2025 | |
