In preparation for your meeting, please choose from the list below and  provide in advance the following documents at least 24 hrs. prior to your appointment:

Please send all documents via one of the following options: 

  • Fax: (704) 490-4109
  • Email: *If emailing, send in a secured/password protected format.
  • Generational Vault: To upload your documents click this link to our secure online vault and set up your very own username & password, then upload all documents to the correct outlined folders. Let us know once all documents have been uploaded.

Please note that all information is kept strictly confidential; it is not disseminated or distributed in any shape or form. Should you have any questions regarding this appointment, please give us a call at (704) 490-4111. Thank you and we look forward to speaking with you then!


Download Retirement Lifestyle Workbook

Download Retirement Lifestyle Workbook

1. Copies of last 2 years personal tax returns (If applicable: your company's last 2 years tax return, company's year-to-date profit & loss statement & balance sheet)
2. Copies of will, trusts, powers of attorney, and any legal documents (If applicable)
3. Copies of insurance policies (life, health, auto, and home)
4. Copies of investment statements, etc. (If applicable)
5. A completed Workbook (Click Here)