Two things to bring to your meeting
The first appointment is a working session. The more accurate the snapshot you bring, the more useful your first conversation will be. Plan on about an hour. There’s no cost and no obligation for this meeting.
Step 1 · Fill out
Financial Planning Form
Complete this to the best of your knowledge before the meeting. Includes contact info, accounts, annuities, pensions, Social Security, life insurance, and goals.
Download PDF
Step 2 · Reference
Items to Bring
A one-page checklist of statements and documents to gather: retirement plans, annuities, brokerage, pension, Social Security, life insurance — plus anything you have questions about.
Download PDF
Where we’ll meet
Forbes Retirement Advisors
422 North Main Street, Suite 203
Fall River, MA 02720
(Across from the Children’s Museum)
If you need to reach me
Matthew Forbes · (508) 258-9027 · mforbes@forbesretirement.com
If you need to reschedule, give me a call. There’s no cost or obligation for the meeting — show up prepared, and we’ll make it worth your time.