Pre-Appointment
We Look Forward to Meeting You
Complete the pre-appointment questionnaire below, and see what to bring to your first meeting. A printable version is available at the bottom of the page.
First Appointment Information
Pre-Appointment Questionnaire
Your answers go to the team preparing for your appointment. Only your name, cell phone, and email are required.
What to Bring to Your First Meeting
These documents help us understand your current financial picture. Please bring the following items:
- Brokerage firm statements
- Life insurance and annuity policies
- IRA and retirement account statements
- Two years of tax returns
- Social Security Statement (from SSA.gov)
Prefer to fill it out by hand?
Download and print the questionnaire, complete it at your convenience, and bring it with you to your first meeting.
If you need any assistance or have questions before your visit, call our office at 623-974-0300.