Initial Meeting Checklist

Review our Meeting Checklist to help make sure that you have all the necessary information for your appointment. All the items on the list are not required, but preparing for your meeting will help to streamline your time with us and will allow us to provide more complete recommendations and advice.

Please bring originals or copies of the following items in order to assist us in discussing your needs.

Investment and Retirement Account Statements 
Brokerage Account Statements
Investment Manager Account Statements
401(k), 403(b), or other Employer Retirement Plan Statements
IRA Statements

Retirement Income 
Pension Plan Statements (Lump Sum vs. Annuity Options)
Rental Property Income Schedule
Social Security Statements

Legal & Tax Documents 
Tax Returns
Trusts & Wills

Retirement Goals to Consider
When do you plan to retire?
What is your life expectancy?
How much monthly income do you want at retirement?
How much of a legacy do you want to leave your heirs?
What are your retirement goals & objectives?