Making Sure Your Records Are In Order

Maintaining proper records is important for your own convenience and in the event something happens to you. We can help you to organize yourself in a number of ways.

• Review and organize your important documents such as bank statements, investment reports, wills, trusts, and deeds so access to information is readily available in physical or digital form

• Make sure all your assets and debts are accounted for and titled appropriately

• Provide periodic reporting (monthly, quarterly, or yearly) of the cost and value of all your possessions in the form of personal financial statements that would include:

  • Securities

  • Business Interests

  • Real Estate

  • Personal Property (jewelry, cars etc.)

  • Collectibles and other assets or debts