Call us. Email us. Stop by. We are here and ready when you are.
For individuals – so that we can be prepared for our advisory role in creating a comprehensive wealth management plan for you/your family, please bring the following documents when we meet:
- Most Recent Personal Financial Statement (if available)
- Titling of Assets – Client, Spouse, Joint, Trust, etc.
- Brokerage Account Statements
- IRA / Roth / 401(k) / Other Retirement Account Statements
- Stock Option / Restricted Stock Incentive Plan Information (if applicable)
- Non-invested Cash Statements
- UGMA / 529 Statements
- Annuity Statements (if applicable)
- Life Insurance / Disability Insurance Policies
- Wills and Trust Documents
- Powers of Attorney and Living Will
- Last Two Years of Personal Income Tax Returns and Gift Tax Returns (if applicable)
