top of page
What to Bring
Please bring the documents listed below to your consultation.
We look forward to meeting you!
-
Last two years of federal tax returns.
-
Most recent Social Security statement.
-
A list of your investments and cash accounts.
-
Retirement plan statements.
-
Documentation of mortgage and property tax payments.
-
Documentation of outstanding debts.
-
Documentation of insurance policies.
bottom of page