Broker Check

What to Bring to Our Initial Consultation

We look forward to getting to know you and see what options we can offer to help you in your financial journey.

To make the most of our initial consultation we ask you bring the following items to the meeting:

  1. Last year's tax return
  2. All statements related to any investments you have
  3. A recent Social Security Statement,

If you are having difficulty locating documents for our meeting, don't hesitate to reach out and we will do what we can to help you prepare.