What should I bring to my first meeting?

  • Client Fact Finder Sheet (Completed)
  • 401 (k) Statement (Most Recent)
  • 401 (k) Choices/Selections
  • Pay Stub
  • Prior Year's IRS Tax Return
  • Face Amount of Series E Bonds
  • CD's Maturity Dates
  • Credit Union Statements
  • Money Market Statements
  • Stocks Held By You and Number of Shares
  • Brokerage Account Statements
  • Life Insurance Policies and Most Current Annual Statement
  • IRA Statements
  • Pension Information
  • Long Term Care Policies
  • A Copy of Your Will/Trust

"Helping to Pursue Financial Independence"

We are looking forward to our first meeting with you!
Our office is located at 205 Myrtle Avenue, Willard, Ohio 44890.
If you have any questions, please call us at (419)933-2081 or (800)322-6116
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