Your First Appointment

 Planning Your Financial Future…

It’s a Matter of Trust

The initial no obligation meeting is an excellent opportunity to get acquainted and learn about each other.  We can then determine if a fruitful relationship can be established. 

A mentor once said, “Trust is something that is initially granted, earned over time, and maintained by delivering on what is promised.”  As trust is a requirement of any business relationship and is at the heart of all successful relationships, the initial client meeting is designed to determine whether a formation of trust can be established. Truly, planning your financial future is a matter of trust. 

You needn't bring anything to your first meeting.  However, if you have specific concerns, you may want to bring some of the following items:
 

  • Latest Income Tax Return
  • Bank Account Statements
  • Investment Statements
  • 401(k) or 403(b) Statements
  • IRA/Roth IRA Statements
  • Pension Estimates
  • Real Estate/Mortgage Information
  • Debt Information
  • Life Insurance Information
  • EE Savings Bonds Information
  • Social Security Estimates

 

If you haven't already done so, we invite you to schedule your first appointment!

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck