400 Corporate Pointe
Having access to several financial documents should make for a productive complimentary consultation meeting.
If you don’t have one or two of the documents, don’t worry!
YOU are the most important item to bring. During the meeting we can discuss your financial situation and develop a strategy to access the information needed to complete the review.
Financial statements from investment accounts Information from 401(k), 403(b), or other employer-sponsored plans IRA documents Statements from pension plans Policy documents for insurance policies Most Recent Tax Return Wills & Trust Documents