What should I bring to the Discovery Meeting?
The following items would be helpful, the more you provide us, the more we can help you:
- Your latest financial statements such as: Mutual funds, CD’s, Life insurance policies, Annuity policies, Retirement accounts (IRA, 401K, TSA, 403B.etc.) [Please bring your statements not just a spreadsheet]
- Wills and Trusts
- A copy of last two year’s Federal & State Income Tax Return
- An estimate of your annual expenses
- Any questions you may want to write down for discussion