Prior to your first appointment with us, please gather and bring the following information with you to your appointment if applicable:
- Your most recent complete statements for your accounts such as IRA’s, Annuities, 401(k) Plan, Brokerage accounts, Stock/Mutual Fund portfolio summaries and recent statements
- Insurance Policies
- Health Insurance Information if you’re not on an employer-sponsored plan
- Trust information
- Inheritance Information
- Last 2 Years Tax Returns (if interested in a tax review)
Also, we would like to you take our short risk analysis quiz, so we can review the results with you at your first appointment.