We can't wait to welcome you!
Each year, we look forward to sitting down with you for your Annual Client Meetings. This is an important time of year for us to review your overall financial picture, confirm your beneficiaries are current, revisit the accounts managed by Bradley, and make updates to your personal financial goals. It is also our opportunity to update you on any changes within our firm and ensure everything remains aligned with your long term plan. We are truly excited to see you and continue building on the progress we have made together.
Check List
What to Bring
To your meeting
• Most recent tax return
• Current statements for any outside or held away investment accounts
• Copies of trust documents or estate planning updates
