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What to expect!
After you have booked a date in our calendly we will call you at the appointed time to further discuss how we can assist you.
What to have ready for our call:
- Social Security Estimate Statements
- Current Insurance Contract Annuities (Life, Long-Term care)
- Investment Statements (Brokerage, IRA, 401(k), Roth)
- Bank Statements (CD’s, Money Market, Savings)
- Other ___________________