What To Bring
For us to learn more about you, please bring the following items to our office for your first introductory meeting.
PERSONAL ITEMS
- your most recent investment statements (401k, 403b, 401a, 457, IRA, and Roth IRA)
- your CD'S values and interest rates
- your checking, money market, and savings balances
- your fixed and variable annuity statements
- your life insurance policies or annual statements
- your short term and long term care policies
- Values of other assets such as real estate owned
- last years tax returns
BUSINESS ITEMS
- Buy Sell Arrangements
- Business Key Man life polices
- Retirement Plan documents
- Brokerage account statements
- Current profit and loss statement
- Balance Sheet