If you would like to setup a complimentary initial consultation to meet with an advisor to discuss your own personal situation, please click their calendar link on Our Teamf page. To make this call/meeting more efficient, please have the following available or consider uploading to them before the call:
- Last filed federal and state tax return
- Most recent statements of all investments (i.e., bank statements, 401(k), IRA, partnerships, etc.)
- Most recent statements of all debts (i.e., mortgage, home equity loans, etc.)
- Most recent pay stub showing gross wages, federal and state withholding for both you and your spouse, if applicable
- Life insurance policies and details
- Any information you may have previously created about an annual budget or spending
- Lists of questions you would like to discuss
GCD Advisors seeks to help all clients and prospects address their financial, wealth and tax issues - no matter the size. If we determine that our process and product offerings are not appropriate for you, we will help guide you to a more suitable solution!
