Schedule Appointment

In order to make our meeting most productive, please bring the following with you, if possible:

  • Your spouse, partner or person who helps you make financial decisions
  • Completed data questionnaire
  • Latest income tax return
  • lnterest rates, maturity dates and balance of certificates of deposit, money market funds and savings accounts
  • Employee benefit statementlbrochures
  • Retirement plan statement/balance
  • Number of shares or units owned of stocks, bonds, mutual funds,limited partnerships and trusts life, disability, health insurance, and annuity policies and statements
  • Wills, trusts and previous financial plans

Fill out this form to schedule an appointment with us or call our office at 909–625–1052.

Suzanne H. Christian, CFP ®
LPL Branch Manager

phone 909.625.1052


External Links: FINRA | SIPC