The first meeting with one of our advisors is designed for one purpose: for us to get acquainted with one another so that we can each determine if there is a good fit for us to work together. There is no cost or obligation. In addition to answering your questions, our goal is to learn as much as we can in about an hour about who you are, what you value, where you are in life, what you are looking for in working with an advisor and what you are trying to accomplish.

If we mutually agree to move forward, we will need the following items to proceed:

Copies of all of your current investment statements including employer 401(k) etc., lineup of investment fund choices from current employer’s plans, pension benefit estimates, Social Security benefit estimates, life, disability & LTC insurance information, current estate planning documents (wills, trusts, etc.), and your most recent tax return.