Broker Check

Appointment Prep

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Thank you in advance for making your appointment a priority. Monitoring your financial life regularly is a fundamental part of our service. So we can best prepare for your arrival, please review the information below. If this is your annual review, complete and return our Annual Review Questionnaire.

Remember that we prefer that married couples attend their appointments together as much as possible. We can arrange for your meeting to be in person, via virtual conference (via Microsoft Teams), or by phone.

Here are some items we may want to review together:

  • Your most recent federal tax return
  • Outside account statements
  • Social security statements
  • Pension benefit statements
  • Home / Auto Declaration pages
  • Life, LTC, Disability insurance detail pages
  • Beneficiary information
  • Trust Documents

If you intend on making any contributions to your accounts please consider bringing along your checkbook.

Please note that you can upload any of the information above into your eMoney vault. If you have not been given access to this program, call us today to get started!

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Who We Work With

From individuals and families, to business owners and retirees, we are able to tailor personalized financial strategies for clients in any phase of life.

Who We Work With

Our Approach

We deliver an elevated financial planning experience by building lasting relationships and leveraging the expertise of our team-driven culture.

Our Approach

Our Team

Our team collectively possesses decades of expertise, encompassing various backgrounds that make us stand out as leaders in financial planning.

Meet the Team