Do Your Homework
In order for us to best serve you during your initial consultation, it is important that bring all you have available of the following list:
- Latest tax return (Federal and State)
- Brokerage investment statements
- Mutual fund statements
- Annuity statements & policies
- Insurance statements & policies - life, long-term care, health, disability
- Social Security statement
- Estate planning documents (eg. wills, trusts, power of attorney, etc.)
- List of any questions you may have for us
Your complimentary review will be more effective if we have the details necessary to evaluate and guide you for the future.