At The Drake Zimmerman Group, we are committed to helping people work toward achieving financial security with confidence. To do so, we start by learning more about you and your specific circumstances, your concerns and your goals. In our initial meeting, it can be helpful for you to bring the following items:
- Recent Tax Return
- Current Investment Account Statements
- Brokerage accounts
- Mutual Funds
- Retirement plans
- including employer-sponsored plans (401k, 403b, pensions, etc) - Annuities
- Life Insurance information
- Legal documents
- POAs (powers of attorney)
- Wills
- Trusts
