HOW TO BEGIN
Call 571-344-2228 or email customerservice@ftaminc.com to schedule a complimentary initial consultation with one of our professional registered investment advisor representatives.
There is no obligation or cost involved with this first meeting. If you are located outside Northern Virginia, the meeting can be held via teleconference.
What to bring:
- A list of assets, or recent investment account statements (for example, bank statements, mutual fund statements or brokerage account statements). Cost basis information on all investments.
- Retirement plan statements (pension plans, deferred compensation plans, profit sharing plans, 401(k) plans, Keoghs, IRAs, annuities, etc.).
- Tax returns for the last two years.
- Recent pay stubs (for your spouse too if applicable).
- Any other documents that you feel may be helpful in assessing your situation.
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