Your First Appointment
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:
Recent statements for financial accounts, including
Checking and Savings
CDs
Money Market Funds
Mutual Funds
Tax-Deferred Annuities
IRAs and other retirement/pension accounts
Trust or Managed Accounts
Limited Partnerships, UITs or REITs
Brokerage Accounts
List of EE Savings Bonds
Employer Information describing Employer-Provided
Insurance
Pension or retirement plans
Other employee benefits
Insurance Policies, including
Life Insurance
Disability
Long-Term Care
You may also want to be prepared to discuss your wills and trusts, and the answers to:
How much money do you spend each month?
What is your total monthly income?
How much money do you contribute to savings or retirement?
Are you anticipating incurring any major one-time expenses in the near future?
Do you anticipate any major one-time receipts of money?
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:
Recent statements for financial accounts, including
Checking and Savings
CDs
Money Market Funds
Mutual Funds
Tax-Deferred Annuities
IRAs and other retirement/pension accounts
Trust or Managed Accounts
Limited Partnerships, UITs or REITs
Brokerage Accounts
List of EE Savings Bonds
Employer Information describing Employer-Provided
Insurance
Pension or retirement plans
Other employee benefits
Insurance Policies, including
Life Insurance
Disability
Long-Term Care
You may also want to be prepared to discuss your wills and trusts, and the answers to:
How much money do you spend each month?
What is your total monthly income?
How much money do you contribute to savings or retirement?
Are you anticipating incurring any major one-time expenses in the near future?
Do you anticipate any major one-time receipts of money?
863 Fairmount Ave, Jamestown, NY 14701
Phone: 716-720-4793 Fax: 716-247-6628 Email: [email protected]
Phone: 716-720-4793 Fax: 716-247-6628 Email: [email protected]