Getting Started

Useful documents to bring with you when you first meet with a Raymond James financial advisor:

• Banking and brokerage statements: checking, savings, money market, education savings accounts, and brokerage accounts.
• Retirement asset statements: statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments.
• Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
• Other financial documents: If you have life insurance, an annuity, a trust fund, or other similar type of financial asset, bring along those documents as well.