What to Bring to My Meeting?
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