Thank you for completing the Initial Client Questionnaire. We are reviewing your answers and are looking forward to meeting with you. Please be sure to send/bring the following items:
1) Copies of insurance policies (Auto, home, life, disability, etc).
2) A recent pay stub.
3) Bank Account Statements.
4) Investment/Retirement Account Statements
5) Debt Statements (Student loans, mortgage, credit card, etc.).
