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It’s our goal to help you live the best life possible with the resources you’ve acquired. Knowing this information helps us point you in the most appropriate direction.

Please feel free to bring the following information with you to your appointment: 

• Last year’s tax return
• All brokerage and mutual fund statements
• Social Security statements
• All annuity, life and long-term care policies
• All IRA & retirement statements
• A 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)

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