Info for First Meeting

List of Needed Documents for the Meeting


1. Company provided group benefits for you and your spouse.( If a printout of specific coverages is available please include.)

2. Monthly Budget of expenses

3. Tax Returns for last 2 years

4. Will and Trust Documents

5. Investment account statements(most recent)

6. Bank Statement - listing Accounts

7. Pension or 401(k) statements

8. All insurance policies:

  • Life insurance
  • Disability Insurance
  • Long-Term Care Insurance
  • Automobile Insurance (declaration pages only)
  • Home-owners or Renters Insurance(declaration pages only)