In order to make our time together most productive,

please do your best to bring the following: 

• Investment Account Statements
• IRA, Roth and 401k Statements
• Pension Projections
• Social Security Estimates
• Latest Life Insurance Statements
• Long-Term Care and Disability Income Insurance Policies
• Trust and Will Documents
• Knowledge of Current Monthly Expenses
• Your Goals and Objectives

We look forward to making a difference!