Our First Meeting

Plan ahead and Enter Your Information Into our secure Planning Portal

Items to Bring, or Have Access To

  • Bank Account Values
  • Investment Account Values
  • Annuities and Insurance
  • Retirement Plans
  • Real Estate Values
  • College Savings Accounts
  • Pension Values
  • Social Security Information
  • Any Other Financial Account

Be Prepared to Discuss

  • Your Wills, Trust, or the extent of Estate Planning done
  • Your Primary Goals
  • Your Long Term Goals
  • Monthly Income and Spending
  • Current Contributions to Investments, Retirement and Non-Retirement
  • Any and All of Your Questions