Our team is looking forward to meeting with you. Please upload your statements below.
In order to build your LifePlan, we need to know what individual investments you have. This allows us to identify the fees you are paying on investments and show what level of risk is currently in your portfolio.
We need statements that list your individual investments instead of just an account balance summary.
It’s not required, but if available, please include two years of tax returns. This allows us to build your Tax Map, which is a plan for minimizing the amount of taxes you may pay on your 401(k) and IRA accounts in retirement.
File uploads are supported by Box.com. Read more about their security protocols here.
We’ll present the roadmap for your success, which you’ll take home with you. In doing so, we’ll review the following reports: