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Document Upload

Please do not upload sensitive financial or personal documents unless you have completed the initial prospect consent form. All documents will be reviewed solely for planning purposes, and no advice will be given unless an advisory relationship is established with Hood Financial LLC | San Diego Advisor Group.

Income & Tax

- Most Recent Tax Return (1040 + schedules)
- W-2s, 1099s, K-1s
- Social Security Benefit Statement (SSA-1099)
- Pension or Annuity Statements
- Rental income or business P&L
- Future income projections or estimates
Click here to securely upload your documents Your files will be encrypted and go directly to our secure portal. No account required.

Liquid Assets (Taxable or Non-Taxable)

- Checking, Savings, Money Market
- Brokerage accounts (individual/joint/trust)
- Certificates of Deposit (CDs)
- HSA balances
- Crypto or alternative liquid assets
Click here to securely upload your documents Your files will be encrypted and go directly to our secure portal. No account required.

Retirement & Tax-Deferred Accounts


- 401(k), 403(b), TSP
- Traditional & Roth IRAs
- SEP/SIMPLE IRAs
- Annuities (qualified or non-qualified)
- Deferred compensation plans
Click here to securely upload your documents Your files will be encrypted and go directly to our secure portal. No account required.

Real & Other Assets / Liabilities


- Real Estate (residence, rentals, land)
- Business Interests or Equity Stakes
- Life Insurance (CSV or Term)
- Loans, Credit Cards, Mortgages
- Vehicles, Collectibles (if material)
Click here to securely upload your documents Your files will be encrypted and go directly to our secure portal. No account required.
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