In addition, be sure to bring the following items with you for our meeting. We’ll take care of the rest.

• A list of all of your questions and concerns you’d like us to address.

• Full statements (all pages) for any of your investment, retirement or pension accounts.

• Life insurance policies or an annual statement.

• Estate planning documents (i.e. Trust, Will, Power of Attorney). Often you will receive a folder or binder from your estate attorney that includes all of the documents we will need.

• Most recent social security statements. If you have not received a statement in the last 5 years, please log on to ssa.gov and download a recent copy.

• Last two pay-stubs for all parties or a copy of your prior year 1099.

• A recent mortgage statement for all properties.

• Anything else you think might be relevant for us to help answer your questions.