We're here to help you get prepared for financial planning.
Where can I find my accounts online?
For online access through TD Ameritrade, where monthly statements and yearly tax forms are stored, go to the AdvisorClient.com website.
To access your quarterly investment reports, please log in at the Horst & Graben Web Portal.
Please call our office with any issues.
What should I bring to my first appointment?
Our new client data packet asks for a number of items to give us the fullest sense of you and your financial picture, from basic contact information to general information on retirement assets and real estate. If you have not received a data packet, please call our office to request one.
In addition to the data packet, if it’s convenient to gather additional materials, we are happy to review any of the following:
- Recent statements from investment accounts, pension plans, PERS, or other financial accounts
- Social Security projections can be run online through the Social Security Administration
- Your most recent paystub or ideally W2/1099
- Your most recent tax return
- Documents relating to your trust or other ongoing estate planning
Jamieson: I've been re-reading "Fire at Eden's Gate: Tom McCall and the Oregon Story" by Brent Walth. My son Winston and I are both avid readers of biographies and history books.
Casey: I recently read "Think Like A Freak," by the authors of Freakonomics, which has a behavioral economics bent for everyday life. Outside of work-related reads, I like anything by Bernard Cornwell.
Megan: Last year, I decided to read all the Nero Wolfe books by Rex Stout, which includes about thirty novels and forty short stories that are essentially the American version of Sherlock Holmes, and I only have a few left to go.