Our Process

What should I bring to my first meeting?

The following documents will be needed for the purpose of study and analysis to prepare a personal plan for you. It is understood that this material will be treated confidentially and retuned when the planning process is completed or earlier if requested.

• Most Recent Payroll Stub
• Last Income Tax Return Filed
• Personal Employment Benefit Statements
• Company Benefit Plan Booklets (Group Benefits & Pension Plans)
• 401k Plans
• Last Quarterly Statement
• Current Daily Valuation (if available)
• List of Current Investment Options
• Summary Plan Description (if available)
• Investment / Brokerage Accounts
• Most Recent Statement
• Daily Valuation / Holdings
• Insurance / Annuity Contracts
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Home-Owners Declarations Page
• Car Insurance Declarations Page
• Annuity (Fixed, Variable, Indexed, etc.)
• Quarterly Statements
• List of Available Sub Accounts
• Social Security Statements
  Use this link to create a username and password online and then print a copy of your statement. https://www.ssa.gov/myaccount/