The following items are requested; the more you provide us, the more we can help you:
- Your latest brokerage statements, retirement account statements (IRA, 401(k), TSA, 403(b), etc.), CDs, life insurance policies, and annuity policies (please bring your statements, not just a spreadsheet. The statements have key information that we use to help identify tax risks and saving opportunities.);
- Any existing wills and trusts;
- A copy of last year’s Federal Income Tax Return;
- An estimate of your annual expenses; and
- Any questions you may have for discussion.