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