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601 E. Broad Street, Suite 100
Souderton, PA 18964

Tax Returns Plus Financial Services

(215) 723-7118

 

What to Bring: Financial Planning Consultation

It is important for us to see everything you own if we are going to assist you in creating a comprehensive plan.

We suggest:

  • A copy of your most recent tax return
  • Most recent statements from all of your investments (including your current 401k)
  • Any life insurance policies
  • Any annuity contracts
  • Driver's license
  • Social Security Card
  • If in doubt, bring it along
Investment and financial planning services are offered by Robert B Birett and Robin L Clay by their affiliation through HD Vest.