Starting a new relationship can feel overwhelming, I understand that. To make your initial meeting with us less stressful and more productive - I would recommend that you have these documents with you at our first meeting:

  • Liabilities
    • Mortgage information;
    • Home equity loan information;
    • Credit card balances
  • Life Insurance Policies
  • Bank Statements
    • Checking and Savings accounts;
    • CDs;
    • IRA(s)
  • Safe Deposit Box inventory
  • Securities Firm Statements
    • Stock;
    • Mutual fund;
    • Money market;
    • CDs;
    • Bonds
  • Annuity Statements
  • IRA Statements
  • Mutual Fund Company Statements
  • Direct Company Stock Purchase and DRIP Statements
  • Employers Retirement Plan Statements
    • 401(k);
    • 403(b);
    • 457;
    • Simple IRA;
    • SEP/SARSEP;
    • Money Purchase;
    • Profit Sharing;
    • Deferred Compensation
  • Social Security Statement