In order to have a productive, efficient meeting, please complete the pre-meeting information request.
In order to advise you best, we perform a comprehensive review of your financial situation. To accomplish this we ask you bring the following documents:
- Budget (if available)
- Company Plan Statements (401(k), 403(b), 457, etc.)
- All other Investment Account Statements
- Life Insurance Statements
- Two Most Recent Returns
- Estate Documents (if available)
- Social Security Statements (if available)
If you are unable to bring the above documents to your appointment, please contact us to re-schedule.