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Using a financial advisor

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What to bring

To make the most of your time with us, please bring the following documents and information to your appointment:

  • Your most recent paycheck stub
  • A list of monthly expenditures
  • Tax returns for the last two years
  • Any insurance policies
  • Retirement and investment statements
  • Powers of Attorney and Living Will documents
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Check the background of First Horizon Advisors or one of our Financial Advisors at FINRA's BrokerCheck.

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