Broker Check

Initial Consultation

There are a few key pieces of information to bring with you to your complimentary Initial Consultation.  During your meeting, these documents will help your advisor to gain a comprehensive understanding of your needs and goals.

What to bring to your initial consultation:

  • Copies of all existing account statements (IRA, 401k, Bank, etc.)
  • Any Legal Documents (Power of Attorney, Will, Trust, Marriage/Divorce Certificates, & Driver’s License - or other State issued picture ID)
  • Completed Confidential Questionnaire (located below) 

Click the link to download: Confidential Questionnaire