Your Visit

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:

• 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

• 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

• 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.