Preparing For Your First Appointment

During your appointment we'll cover:

• Your current and future financial situation 
• Your goals and expectations 
• Your risk tolerance
• Your need for income
• Your communication preferences 
• Long Term Care wishes

What to have on the appointment:

• Current statements of investments, retirement accounts, pension options, etc
• Social Security booklets or estimates
• Current life insurance policies or information about them
• Your current and future income sources (estimates on wages/earnings if known)
• Additional documents which would be helpful to understand your financial situation 
• Most recent tax return