After a short phone call, it’s time to meet face to face.
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
Pension 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.
