Your Upcoming Visit

Your preparation will help us give you the best financial advice.

We will confirm your appointment by email or phone a few days before it is scheduled to take place. In order for us to be of greatest help to you, please gather and bring the following documents to your meeting:

Initial Meeting:

  • Recent statements from PERS, pension documents, investment accounts, and other financial accounts
  • Social Security projections
  • Most recent paystub and bank statement
  • Tax returns from the past two years
  • Documents for your trust or estate planning

Investment Meeting:

  • All documents listed for initial meeting
  • Driver’s license or photo identification (if not a citizen, residency documentation)
  • Voided check and/or checkbook
  • Beneficiary information: Social Security number, date of birth, etc. of relatives or other beneficiaries

Review Meeting:

  • Recent statements from PERS, pension documents, investment accounts, and other financial accounts
  • Most recent paystub and bank statement
  • Most recent tax return
  • Updated trust or estate planning documents
  • Change of employment status documents
  • Change of name or life status documents: social security cards, birth certificates, driver licenses, marriage licenses, court documents, etc.
  • Financial documents related to inheritance, settlements, home purchase or sale, etc.

 

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