What should I bring to the Discovery Meeting?

The following items would be helpful, the more you provide us, the more we can help you:

• Your latest financial statements such as: Mutual funds, CD’s, Life insurance policies, Annuity policies, Retirement accounts (IRA, 401K, TSA, 403B.etc.) [Please bring your statements not just a spreadsheet]
• Wills and Trusts
• A copy of last two year’s Federal & State Income Tax Return
• An estimate of your annual expenses
• Any questions you may want to write down for discussion