Getting Started

Getting started on the path toward living the life you choose is easy at R.B. Smith Co. Simply contact us to schedule a meeting at a time most convenient for you. You’ll meet our advisors and learn firsthand what makes R.B. Smith Co. stand out among today’s financial advisory firms.

At our initial meeting, we’ll talk about you, your family and your goals and aspirations. We’ll find out as much as we can to enable us to design a strategy that is truly tailored to your needs and fully aligned with your goals.

We suggest that you bring the following information and documents to our first meeting:

• Dates of birth
• Social Security numbers
• Most recent tax return
• Social Security statements or estimates
• Any estate planning documents
• Retirement plan information – 401(k), IRA, 403(b)
• Most recent investment and savings statements
• Brokerage, mutual fund and annuity account statements
• Debt, mortgage, credit card, auto loans, interest rates, amount of payments
• Life insurance statements
• Real estate values
• Addresses of various residences
• Names of children