Join us for our Holiday Party! Thursday, Dec. 7th at Sola Coffee Cafe 5pm.

Contact

OUR LOCATION

ADDRESS
8315 Six Forks Rd. #201, Raleigh, NC 27615

PHONE
919-847-7600

FAX
919-847-7333

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
  • Brokerage account statements
  • Annuity statements
  • Mutual fund statements
  • Insurance information, including death benefit and annual premiums
  • Copies of will and/or trust documents
  • Employee benefit plans, including disability insurance, 401 (k) and 403 (b) options, contributions, profit sharing, and stock option programs
  • Debt balances and interest rates owed

DIRECTIONS

CONFIDENTIAL QUESTIONNAIRE

Step 1 of 2

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