In order to advise you best, it is our approach to take a comprehensive look at your financial situation. This will be accomplished if you will bring complete sets of the following documents:
● Investment statements (i.e. Brokerage, IRAs, Roths, 401k, 403b, 457, etc.)
● List of debts including original debt balance, current balance, interest rate and term length
● Recent Tax Return - all pages
● Estate Documents (i.e. Will, Trust, Powers of Attorney)
● Social Security Statements
● List of Property including address, purchase price