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By answering those questions, you chose to take the first step in changing your financial life for the better!

Learning about you and knowing your current financial standing allows us to point you in the most appropriate direction.

Bring the following information with you to your appointment: 

• Last year’s tax return
• Brokerage and mutual fund statements
• Social Security statements
• Annuity, life and long-term care policies
• IRA & retirement statements
• Copy of any wills and trusts
• Your questions written out (we have found if you take the time to write out your questions or concerns, they will not be forgotten)