Broker Check

Annual Client Meetings

FEB 26 - MAR 14 ---- PREPARE OF SUCCESS

Welcome to our Annual Client Meetings! Here’s what you can expect and what you need to prepare for a productive session:

Agenda:

1. Updates on Legacy Finance: Stay informed about the latest developments in the financial landscape.
2. Review of Services: Gain insights into the array of services we offer to enhance your financial well-being.
3. Client Portfolio Analysis: In-depth examination of your assets, income, estate information, family updates, and beneficiaries.

Pre-Meeting Checklist:

1. Complete Risk Tolerance Questionnaire: Assess your risk tolerance(button below).
2. Complete 2023 Taxes: Ensure your tax filings for the year 2023 are completed for a comprehensive financial overview.

What to Bring:

1. 2023 or Most Recent Tax Return: Ensure you bring a copy for a comprehensive financial review.
2. Copy of Trust: If applicable, provide documentation for trust-related considerations.
3. List of Current Assets: Prepare a detailed list of your current assets for thorough assessment.
4. Recent Statements for Current Assets: Bring the most recent statements for a real-time evaluation.

We look forward to a successful and insightful Annual Client Meeting. If you have any questions or need assistance, feel free to reach out. See you there!

Risk Questionnaire

We Can't Wait to see you!


SCHEDULE HERE