What to Bring to an Initial Appointment

So that your appointment with us will be as beneficial as possible, please bring with you the following items and/or information if appropriate:

• Tax returns for the last two years
• List of assets and interest they generate
• List of debts and interest rates charged
• Earnings pay statements – withholding statements for the latest month
• Latest statements from IRA, TSA, Keogh, or other retirement plans.
• Latest statements from brokerage accounts
• Latest statements from mutual funds
• Last will and trust documents
• Life and disability insurance policies, including annuity policies
• Homeowners and auto insurance policies
• Deferred compensation and stock option agreements.

We look forward to meeting with you! You may download this file for archiving or future reference by clicking here.

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