Before Your Appointment

Please take a moment to answer a short questionnaire that helps us better understand how you like to communicate. This will help us provide you with a more tailored experience. If you have any questions during this process, please call us at 603-965-3065.   Click to take the questionnaire.

List of Items to Bring to Your Meeting

In order to help you assemble the pieces of your retirement plan, we ask that you bring the following documents to your appointment. This information will provide us with an accurate picture of your current situation.

  • Tax Returns from the past two years
  • Recent Pay Stub
  • Social Security latest statement
  • Life Insurance Policies (latest statements)
  • Long-Term Care Policies (latest statements)
  • Annuity Polices (latest statements)
  • Will and Trust documents
    • Name & Address of your estate planning attorney
    • Cover page identifying name and date of trust
    • Signature pages and pages naming successor trustees
  • Investment Statements
    • Stocks and Bonds*
    • Mutual Funds*
    • 401k, 457, 403b*
    • IRAs, SEP IRAs and Simple IRAs
    • Pension and Retirement Plans
    • Deferred Compensation Plans
  • Debt Statements
    • Mortgage information
    • Monthly or annual budget information

*to be reviewed by the Registered Investment Advisor