What to bring to your first meeting

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In order to maximize the effectiveness of our time together, please be sure you bring the following materials with you for our initial meeting together:

  • Most recent investment related documents (IRA and
    non-IRA)
     
    • Brokerage investment statements
    • Money market statements
    • CD statements (showing maturity)
    • 401(k) statements and list of available fund options
    • Annuity statements
    • Itemization of currently held stock certificates (in certificate form)
    • Itemization of bonds (i.e., Series E, EE, and HH bonds) and their face amounts
       
  • Employment benefits description
     
  • Pension information
     
  • Most recent social security estimate
     
  • Life insurance policies and most current annual statement
     
  • Disability policies specifications
     
  • Most recent IRS tax return
     
  • Most recent paystub(s)
     
  • Outstanding loans (mortgage) specifications
     
  • A copy of your will/trust
     
  • Your spouse or any other person with whom you will be making financial decisions
     

Please note: Upon your consent, our office may photocopy the above documents for your convenience. These documents would be confidentially maintained in our office files for future reference and analysis.