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Please gather the following documents and send it to us before our meeting. These documents will help us understand your financial situation so that we can be better prepared to help create a plan to achieve your goals.
Concerns or questions that you have about your finances
Investment Statements from your brokerage accounts, IRAs, 401k (or 403b, 457, TSP…), non-term life insurance policies, annuities, etc… Statements from accounts that we currently manage are not necessary
Most recent paystub(s)
Most recent tax return
Most recent Social Security (you can find this on the Social Security website) and pension statements
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