Your First Appointment
There is no need to bring anything to your first meeting with Blue Curve Advisory. However, if you have specific concerns, you may want to bring some of the following:
- Latest income tax return
- Bank Account Statements
- Investment Statements
- Mortgage Information
- Life Insurance Information
- Pension Estimates
- Debt Information
- IRA/Roth IRA statements
- Savings Bond Information
- Social Security estimates (available on SSA.gov)
Speak with a Financial Professional
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.