Our first meeting will be a time when we get to know you, your financial situation, your goals and your needs. You will also learn about us, including our experience and capabilities. To facilitate our discussion, we ask that you bring along the following documents:
- Investment / bank account statements
- Net worth / cash flow statement
- Declaration pages from your life insurance policies or AFLAC documents
- Recent tax returns
- Wills and trusts documents
- Loan terms