What should I bring to my first meeting?
- Client Fact Finder Sheet (Completed)
- 401(k) Statement (Most Recent)
- 401(k) Choices/Selections
- Pay Stub
- Prior Year's IRS Tax Return
- Current Investment Policy Statement
- CD's Maturity Dates
- Bank and Credit Union Statements
- Employee Benefits Information
- Brokerage Account Statements
- Life Insurance Policies and Most Current Annual Statement
- IRA Statements
- Pension Information
- Long-Term Care Policies
- A Copy of Your Will/Trust
We are looking forward to our first meeting with you!
Our office is located at 44927 George Washington Boulevard, Suite 255, Ashburn, VA 20147.
Questions? Please call us at 888.849.6067