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What to Bring to Your Appointment With Us

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!