What to Bring to Your Initial Appointment

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.