Record keeping assistance and DMM are two of the many valuable services we offer.
As we partner with you, we can assist in clearing out old statements, moving things from active files into storage and clearing your storage of those things which have reached their expiration. We also recommend that you review your legal documents regularly. At least every three years you should make sure that your wills, and powers of attorney are current. It is also a good idea to take a look your beneficiary designations on retirement accounts and annuities.
Helping you keep your records in order throughout the year will help you avoid surprises at tax time.