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
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