Check the background of this financial professional on FINRA's BrokerCheck.

Information Required for Initial Meeting
There is no cost or obligation for the initial meeting as it is an opportunity for you to learn more about me, and for me to determine if I can help you achieve your financial goals and objectives.

Please bring the following documents with you to our initial meeting:
  • Tax Returns (previous two years)
  • Pension Statements from employers and/or Social Security Benefit statements
  • All Life, Disability and Long Term Care insurance policies
  • Current investment statements from trust companies, brokers, investment companies and banks
  • Budget of personal living expenses
  • Employee manual or handbook
  • Current mortgage and other loan or debt statements
  • Latest estate planning documents (wills, living wills, trusts, powers of attorney, etc.)
  • Any other relevant documents
I look forward to our meeting and hope that I can be of service to you.

Secure Planning Questionnaire
Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  


 
 
 Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Financial planning and investment advisory services are offered through Abbas A. Heydari an investment advisory firm registered with the State of California Department of Business Oversight. Advice may only be rendered after the delivery of  Firm Brochure( Part 2A of Form ADV), the execution of an investment advisory agreement by the client and the advisor, and the initial payment of the investment advisory fee by the client to the advisor. Abbas A. Heydari CFP® does not provide legal or taxation advice. 


Check the background of this financial professional on FINRA's BrokerCheck.