While you are not required to bring anything to your first meeting, it would be helpful if you brought the following:

  • Your latest financial statements such as Mutual Funds, CD’s, life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc.), trusts, etc.
  • A copy of last year’s Tax Return, if possible
  • Your completed Retirement Insider Plan Questionnaire, which will accompany the confirmation package that will be sent to you in advance of your visit
  • Any questions you may have or issues you want to discuss