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 Road Map 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