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!