Contact & Questionnaire

OUR LOCATION

ADDRESS

8321 Bandford Way. #105, Raleigh, NC 27615

PHONE
919-847-7600

FAX
919-847-7333

EMAIL
Email Pamela Rigsby
Email Kelsey Plummer

HOURS
M-TH 8:30AM-5PM
Friday 8:30AM-4PM

WHAT TO BRING TO THE FIRST MEETING

For your initial appointment, please provide as many pieces of information from the following list as possible. This will assist us in creating a complete picture of your financial situation.

  • Last tax return
  • Financial statements including 401K, brokerage accounts, IRA, Roth, and Mutual Funds
  • Insurance policies and Annuities
  • Employee benefits including stock options and profit sharing
  • Copies of will and /or trust documents
  • Debt balances and interest rates owed

 

DIRECTIONS

CONFIDENTIAL QUESTIONNAIRE

Step 1 of 2

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