Documents that you should bring to your meeting include the most recent statements from all of your bank accounts and investments including retirement plans such as 401(k) and 403(b)s. Additionally, one should carry a tax return from the previous year, any wills and trusts, and life and long-term insurance policies.
Plotkin Financial Advisors of Chevy Chase, MD suggests that their clients bring with them these documents to the initial meeting to better evaluate the client’s current financial situation. These advisors, however, do not require that clients deliver these documents. At Plotkin Financial Advisors, Shimshon Plotkin and his team are ready and willing to answer any questions during the initial meeting and throughout the entire planning and implementation process.
About Plotkin Financial Advisors
Plotkin Financial Advisors was founded by Shimshon Plotkin in 2000 and now manages over $100 million worth of assets for clients around the Washington D.C. area. The financial advisors at the firm focus on making a difference in the lives of their clients through education of the most effective, yet prudent, investment strategies. To learn more about the firm, please visit: http://www.pfallc.com
Securities offered through Independent Financial Group, LLC, member FINRA/SIPC and advisory services offered through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities.