What to Bring to My Meeting?

To ensure that the meeting is comprehensive, we ask that you bring information such as:

Your current employer information

When you plan to retire

Your current income

If you have applicable tax and estate planning documentation

Financial opinions and preferences

Your investment objectives

Your investment experience

Your satisfaction level with brokers, accountants, attorneys, etc.

Insurance coverage you have

Your current assets and liabilities

For a printable list of what to bring, please download the Check List and also the Contact Information document.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Everestwealth@lpl.com | (720) 826-1092