What To Bring To Your First Meeting

  • A Copy of your Most Recent Tax Return:

  • Please provide all forms and statements in their entirety. Worksheets tell our advisors how the supporting numbers are derived. Without these documents, we may be unable to accurately diagnose your potential to reduce tax or obtain refunds from prior years. If you would like to upload your tax returns please download them with our secure link here. (Click Here)

  • Copy of your Most Recent Investment Statements:

  • Please provide the statement that shows the type of account (IRA, ROTH etc). Please assure that the statement is not simply a web shot of the summary of your accounts. Without the actual positions, the cost basis, the number of shares owned and the type of account, there is no way to determine risk, cost and tax location optimization. If you would like to upload your statements to our secure link here. (Click Here)

  • Copy of your Most Recent Trust, with any Amendments:

  • Please provide the actual trust. Many times people only provide the Certification of Trust. Unfortunately this does not provide the tax language, the distribution restrictions and many other important items that our lawyers will need for their review.

  • Any of your Insurance Policies and Annuities:

  • Life insurance, health insurance, long term care insurance, annuities. Please have ready or upload the most recent statements.

  • Complete a Fact Finder:

  • In order to get a more comprehensive picture of your financial goals please fill out one of our fact finders prior to your meeting so we can get a clear picture of your financial goals. (Click Here for the Fact Finders)

H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed.