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

Bring the following to our meeting: 

•Investment Account Statements
• Retirement Account Statements
• Last Income Tax Return
• Insurance Contract(s)
• Annuity Contract(s)
• Long-term care policy
• Most recent paystub
• Loan agreements
• Will(s)
• Power(s) of Attorney
• Trust(s)
• Business Documents (Operating agreement, Business Tax Return, Organizational documents)

• Your questions!