Preparing for an Initial Meeting

We want to make sure you arrive for your initial meeting totally focused and fully committed. We certainly will. Please bring the following so we can run an efficient meeting.We want to make sure you arrive for your initial meeting totally focused and fully committed. We certainly will. Please bring the following so we can run an efficient meeting

• If you are married, your spouse is an important part of the plan. He or she must be with you during the entire initial meeting.
• All current investment statements including:
  • Brokerage/advisory accounts
  • IRAs
  • Employer pension/retirement including traditional and Roth 401(k)s, PSPs, SEPs, etc.
• All bank or credit union, money market, and credit card statements that carry a balance.
• All mortgage statements, business-interest and debt statements.
• Previous year’s tax return.
• Your annuities and insurance policies, including term, cash-value life, disability, long-term care, liability umbrella, property and casualty, etc.
• Your estate documents, including wills, trusts and POA.