What should we bring to the initial consultation?

Typically, prospective client focus on the issues that are causing them the most pain at any given time. These issues can be retirement concerns, investment concerns, estate planning concerns or other issues. Often times client bring the appropriate supporting documents—investment statements, retirement options, current estate planning documents. It is important to note that we do not require prospective client to bring anything to the initial consultation except for a willingness to share their goals and concerns and learn about us.