Call or e-mail now for a free, no obligation one-hour initial consultation to discuss your personal situation and begin the planning process.
Wealth Management Advisors can send you a fact finding organizer to assist you in your data gathering for our initial meeting.
Please e-mail us at firstname.lastname@example.org and we will send it to you when you set up a consultation meeting or call our office to make arrangements (877) 448-3400.
Please bring the following to our first meeting:
- Your current estate documents (Wills, Trusts, etc.)
- A balance sheet listing your assets and who owns each asset (Which spouse, joint, etc.)
- A list of life insurance policies, their ownership and the stated beneficiaries of the insurance
- A list of other insurance policies, their coverage and purpose
- A summary of your annual income and expenses
- A list of some of your goals for your family`s wealth
600 Clark Road, 4th Floor,
Tewksbury, MA 01876
780 5th Avenue South, Suite 200,
Naples FL 34102
225 Franklin Street, 26th Floor,
Boston MA 02110