Preparing For Your First Visit
Thank you for choosing Buckingham Advisors. In order to get the most benefit from our meeting, we request that you submit a Financial Planning Profile (below) and review the list of items to bring with you to your meeting. If you have any questions or if we can be of assistance, please call us: (937) 435-2742 or email firstname.lastname@example.org.
We request that you bring the following items with you to your first meeting:
- Most recent tax returns
- Mortgage/Debt information (balance, interest rate, etc.)
- Most recent investment statements
- Retirement account statements (401k, 403b, Deferred Compensation, etc.)
- Any other information on specific items that you would like to discuss