Our First Meeting

We have provided as a convenience for you a list of typical documents and information we need to begin an analysis of your financial situation.
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The questions below are for your consideration. Please address with us any additional questions and concerns you have about meeting your goals and objectives.

  • Recent tax returns
  • Investment account statements
  • Savings/checking balances
  • 401(k) and other retirement plan information
  • Copies of all life insurance policies
  • Debt review
  • Wills and estate planning information
  • Professional team contact information(attorney, accountant, etc.)
  • Who should attend our first meeting?
  • What are your primary financial concerns?
  • When do you want to retire?
  • What do you estimate your long-term expenses to be during retirement?
  • Do you want to own a second home?
  • Who do you want to inherit your estate?
  • Do you have any family members who require long-term care?
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.