Actually we like to say nothing is required, but the more information we have, the more productive our work together will be.
We can be especially extra productive if submissions include big fat documents with lots of fine print. Think, tax returns, insurance policies, annuity contracts, Qualified Domestic Relations Orders, and employee benefits manuals, to name several.
We are fast readers and we LOVE fine print!!
Our suggested list of documents to submit can be found at: https://bit.ly/3mNNhEK.