Making An Appointment

Appointments are available on any normal business day and may be scheduled by calling our offices. We schedule appointments for the hours between 10:00am and 4:00pm.

Length of appointments vary by topic and complexity. Most appointments take between 1 and 2 hours. Shown below are items you should bring with you for your appointment.

What to bring to your appointment:

Financial Planning

Tax Returns for the previous 2 years
List of savings and investments for both retirement and non-retirement assets (recent statements if possible)
Insurance Policy values
Current expenses and debt (mortgage, car loans, credit cards, etc.)

Retirement Planning

Tax Returns for the previous 2 years
List of non-retirement savings and investments (recent statements if possible)
Insurance Policy values
Current expenses and debt (mortgage, car loans, credit cards, etc.)
Retirement asset values (IRA, 401(k), 403(b), annuities)
Social Security Statement of Estimated Benefits
Pension figures from your employer (if applicable)

Individual Taxes Planning

Tax returns for the previous 2 years
Current year information
Cost basis on any stock sold during the year that was not purchased under our management

Small Business Taxes Planning

Tax returns for the previous 2 years
Business paperwork, including any of the following: Articles of Incorporation, S-corp acceptance letter, charter, SS4 letter, by-laws, partnership agreement.
Depreciation Schedule, if applicable.

Estate Taxes Planning

Full copy of any trusts and wills
Appraisals for all land, valued at Date of Death (DOD)
Bank statements for checking accounts showing value at DOD
Balances of all savings and brokerage accounts at DOD
Balances of all retirement accounts
List of other personal assets of value