What To Bring To Initial Consultation

We request you bring the following documents with you:

  • Income tax returns
  • Retirement-plan statements, including company, 401(k), Keogh, SEP, IRA, RRSP, and TSA
  • Savings-account, bank-account, and money market-fund statements
  • CD statements
  • Brokerage-account, stock, bond, and mutual fund statements
  • Insurance policies or contracts for life, disability, and annuities
  • Residence, vacation-ownership, and investment-property appraisals, loan information and statements
  • Current market values and appraisals for precious metals, art, and collectibles
  • Business owners' balance sheets, profit-and-loss statements, and buy-out agreements for the present and previous four years
  • Inheritance information