Why have an Annual Review? If you were on a long road trip, you would stop occasionally and look at the map to see if you were headed in the right directions, wouldn't you? An annual financial checkup serves the same purpose. It's an opportunity to review how you've done financially over the past twelve months and to make sure you're still headed where you want to go. Just like on a long road trip, if you get off track with your financial strategy, it's generally easiest to make adjustments sooner rather than later, and your annual review gives us an opportunity to see if any such adjustments are even needed at this time. Back to top
	What does it cost? Currently there is no cost for the review. Back to top
	What do I need to have avaliable? To properly conduct your annual financial strategies checkup, you will need to bring the following items (if applicable to your circumstances): Bank statements All annuity, life insurance, and long term care insurance policies All Brokerage Statements A recent statement of benefits from the Social Security Administration A recent paystub (if still employed) Pension benefits provided by your employer (if applicable) Any other insurance-related documents you would like reviewed Back to top