Client Resources

Meeting Preparation

We are excited to see you!

To offer a sound financial strategy, we strongly urge you to bring the items from the WHAT TO BRING TO YOUR MEETING button below along with filling out either the Short Client Questionnaire (for use if you do not own a businesses or have complex estate planning needs) or the Long Client Questionnaire (if you own a business or have complex estate planning needs).

Your documents will be held in a confidential manner during the time we need to review them. They will be returned to you as quickly as possible. If you prefer, bring duplicate copies of your financial papers to your appointment, as they are acceptable. The privacy and confidentiality of your personal information is very important to us. We adhere to all privacy and confidentiality requirements for all entities whose products or services we offer.

I was with an advisor for several years, and thought I was doing ok. I met with Rebecca. She and her team reviewed my investments, assets, current and future needs. I walked away with a strategy that not only improved my current situation, but should create guaranteed income for retirement.

The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.

Calculators

"Only 48% of U.S. workers have tried to determine
how much they will need to save for a comfortable retirement."
Source: Employee Benefit Research Institute, 2015

How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you?

Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. Simply click on one of the general financial topics below and you'll find a selection of easy-to-use calculators about related financial topics.

These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.