Your Visit
Your 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.