Your First Appointment

There's no need to bring anything to your first meeting with AdviceOne. However, if you have specific concerns, you may want to bring some of the following items:

  • Latest income tax return
  • Bank account statements
  • Investment statements
  • Real estate/mortgage information
  • Life insurance information
  • Pension estimates
  • Debt information
  • IRA/Roth IRA statements
  • EE savings bond information
  • Social Security estimates