Getting Started

Preparing for the Meeting

Before you meet with your advisor, you should put some thought into your financial picture including your short-term and long-term goals. While your advisor will ask about specific information it’s always beneficial to have this information readily available:

  • Banking and brokerage statements: checking, savings, money market, education savings accounts and brokerage accounts.
  • Retirement asset statements: statements for all of your retirement plans, including individual retirement plans, pensions, 401(k), 403(b), and profit-sharing plans, showing current balances and investments.
  • Debt Statements: for your mortgage or home equity loans, credit cards, auto loans, student loans, etc.
  • Other financial documents: If you have life insurance, an annuity, a trust fund, or other similar types of financial assets, include those documents as well.

What to Expect

The objective of the first meeting is for you and your advisor to become acquainted with each other. The advisor will ask about your goals and what you expect to accomplish. The advisor will explain the scope of services provided and outline the process for future steps.

Your Rights as a Client

At Nationwide Planning Associates, Inc. we hold extremely high standards for maintaining the privacy and respect of our clients. Learn more by reading our Investor Rights.

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