Meeting Preparation

In order to get a clear picture of your current financial situation, we ask that you bring these documents with you to our initial meeting:

ASSETS:

  • All recent bank, brokerage and retirement statements
  • Statement of real estate owned
  • Copy of any annuity contracts

INSURANCE:

All insurance policies including life, home, auto, disability and/or long term care

LIABILITIES:

Debt details: payments, interest rates, and balances

OTHER:

  • Budget
  • Trust
  • Will
  • Buy-Sell Agreement 
 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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