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Preparing for Your Appointment

As we work with you to offer a sound financial strategy, we will require that you share information and documents essential to your plan. The privacy and confidentiality of your personal information is very important to us. We adhere to all privacy and confidentiality requirements for all entities whose products or services we offer.

1. Gather Documents

In order for us to offer a sound financial strategy, we ask that you provide up to date copies of the following documents. You may bring these to our initial meeting or send them to us ahead of time.

See Which Docs to Bring

2. Questionnaire

As we work on developing a strong financial strategy for you, we will rely on information you provide in this confidential questionnaire. Please fax or mail your completed questionnaire to us PRIOR to your appointment.

Download Questionnaire