You don’t need to bring anything to your first appointment with us. However, if you have particular concerns you would like to address, you may want to bring some of the following items:

  • Most recent Income Tax Return
  • Bank Statements
  • Investment Account Statements (dated within 90 days)
  • Life Insurance Information (recent annual statement or policy declaration page)
  • Pension Benefit Estimates
  • Debt Information
  • IRA/Roth IRA Statements (dated within 90 days)
  • Recent Budget
  • Social Security Benefit Estimates

Contact us now to set up a meeting.