What to Expect
This will last anywhere from 30-90 minutes depending on the breadth and depth of the topics we discuss. We will look over and account for investment assets, insurance policies, real estate, social security income, pensions and several other parts that make up your whole financial picture. Once we have a general idea of your financial situation, we will start learning about your short- and long-term goals.
What to Bring
- Bank, Brokerage, and Annuity Statements
- Retirement Plan Statements
- Social Security Statements
- Generate your own statement here.
- Recent Tax Returns
- Declaration Pages of Insurance Policies
- Employer Life Insurance Policies
What Comes Next
This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes....