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Preparing for Your Meeting

Preparing For Your Meeting is Easy

At Kyle Atkins Financial Group we make it our mission to inform, guide, and educate our family and friends who desire to pass on a lasting legacy. We can't wait to get to know you and start helping build your legacy in any way possible. Please follow these tips to prepare for your first meeting:

  • If instructed by our office, please be sure to click below and fill out our quick online form at least one day prior to your meeting in order for our team to properly prepare
  • If you do not yet have a meeting scheduled you can click on the "Schedule a Meeting" tab above
  • Make sure to check the list below for anything you may need to bring to the meeting
  • One of our team members will reach out to you if we need you to do anything further

For your first meeting be sure to bring the following:

  • Your most recent statements from any current investment accounts you would like to discuss
  • Your driver's license
  • The birthdates and social security numbers of your beneficiaries
  • If you would like to setup banking instructions for making deposits or withdrawals, please provide a voided check