A lot of people are starting to take their finances paperless. If you plan on eliminating the documents you have accumulated over the years it is important to make sure you dispose of them properly. It’s likely you have a ton of paper. The best option is to go to more
I want to expand upon an earlier post about identity theft with a detailed explanation of some of the steps we take to protect client information.
Our industry has very strict compliance regulations and rules governing recordkeeping. Required documents range from client personal information and account forms to meeting notes. Many more