As a continued effort to keep our clients educated and informed;The Financial Advisory Groupreminds you of the importance of protecting your identity by properly securing or disposing of your financial records. How to handle, how long to keep, and the best way to store or dispose of your documents can be confusing. A simple guideline to follow when dealing with your personal paperwork is linked below:
MFS Heritage Planning: Organizing Your Financial Records…
On Friday, October 17th from 9-11AM we will be hosting a Shred It eventat our office to help clients and their families properly dispose of old documents.The Shred-it truck will be here on site to destroy your papers in a secure manner.Feel free to stop by.
As always, thank you for your business and your confidence.
The Financial Advisory Group