If you have been considering some changes to your portfolio, or perhaps a new start with an investment advisory team, this could be the week.
While it can seem a little tedious to get the process started, this could be the open door to new opportunities. One month from today, you could reflect and see that you are already enjoying the confidence and ease of mind from putting the process of change into motion.
The first step is to gather the information we will need to sit down and make a plan together.
Here are some suggestions for materials to gather:
- 401(k) and other investment plan statements.
- Mortgage and other debt statements
- Pay stubs for you and/or your spouse
- Your most recent tax return.
- Your monthly budget
With an average of 30-plus years of experience, our team at Lawson Kroeker brings varied investment insights and an unwavering commitment to focused, diligent strategy. Let’s get started today.