What to Bring to A Financial Advisor Meeting

What To Bring

For us to learn more about you, please bring the following items to our office for your first introductory meeting.

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