Meeting Scheduled

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Here's How to Prepare

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In order to have a productive, efficient meeting, please complete the pre-meeting information request.

If you prefer to download a PDF of this form click here.

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.