Establishing our client-advisor relationship
The long-standing relationship we build with you begins right here, by getting to know one another and helping you pursue the goals you have and the questions you want answered. We invest the time to help ensure all bases are covered, all details are addressed and both of us are on the same page.
What to bring to our initial meeting
We will devote our first meeting to learning about your financial situation, your goals and your needs. This is a list of documents that may help us understand your overall financial picture. Sharing this information can save time and better assist us in developing your financial plan. Documents that would be helpful to bring include:
- Outside account statements
- Tax return
- Estate planning documents (trust and power of attorney documents)
- Life insurance information
- Long-term care information
Investments mentioned may not be suitable for all investors. Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
