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Thank You For
A confirmation of our appointment will be sent to your email!
Although it is not required, here are a list of helpful items to prepare for our appointment:
A most recent statement on any investment accounts you would like us to review.
Your most recent tax return.
A copy of your estate documents i.e. wills, trusts etc.
A most recent statement on any insurance products you would like us to review i.e life insurance, long term care, annuities.
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