Mercer Advisors
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Question

What information should I bring to a meeting with a financial advisor?

Answer

You may consider bringing:

  • Investment account statements
  • Tax returns or income information
  • Insurance policies
  • Estate planning documents

Providing relevant financial details helps advisors understand your situation and discuss appropriate planning considerations.

Related FAQs

How often should I meet with my financial advisor?

How are financial advisors typically compensated?

What certifications should a financial advisor have (CFP, CFA, CPA)?

How can I verify a financial advisor’s background or disciplinary history?
What Clients Ask FAQs
Last Updated Aug. 5, 2026
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