First Consultation

• Most Recent Profit Sharing Statement or 401(k) Statement for you and your spouse:  This will help us see what you should have at the time of your retirement.
  

  • Social Security Letter (for you and your spouse) – You typically receive this about 2 months prior to your birthday every year.
    
    
  • Your Last Pay Stub
    
    
  • A list of your income and expenses

  
  A copy of your most recent tax return

  • Most recent copies of any other financial statements (CDs, savings, stocks, mutual funds, etc.)
    
    

  Please ask your spouse to attend, as your choice of benefits can and most likely will affect your spouse’s lifestyle, should you pass before your spouse.

  Our meeting will provide an opportunity to discuss your retirement goals and how best to achieve them. At the conclusion of our meeting, we will schedule you to come back to review an individualized financial retirement proposal, which we will have prepared using the financial data you provided in our 1st meeting. The proposal offers a realistic look at your financial future, and we will discuss some options for your retirement planning at that time.
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