First Appointment

To assist in your preparation for meeting with us, please come ready to potentially discuss the following:

  • Current financial situation
  • Employment status, income, savings, investments, debt, etc.
  • Financial goals and aspirations
  • Your employer benefits
  • Any investment planning you've already done

What to bring:

  • Completed Envision® Worksheet
  • Recent statements for financial accounts - retirement plans (IRA, 401k, pension, etc.) and investments
  • Information on existing Wills, Trusts, or Insurance policies
  • Any other information or items you deem to be relevant to our conversation


Back to What We Do...
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals