Paramount Investment Advisors, Inc. | A fee only financial planning and investment advisory firm that operates as a fiduciary
  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now
  • Home
  • About Us
    • Chris Hardy
    • Tracey Ann Gordineer
  • How We Work
  • Our Services
  • Media
  • Contact Us
  • Appointments
  • Client Login
    • Financial Plan Login >
      • Financial Plan Login
      • Pre-2019 - Financial Plan Login
    • Investment Account Login >
      • Schwab
      • Pershing & SSG
    • 401k Login >
      • Guideline
      • Employee Fiduciary
  • What We're Reading Now

what documents to keep on file

What documents should I keep on file?

There is a trend towards minimalism and eliminating the items in our life that don't bring us joy....And although tax documents, health records, and the like may not bring you joy to keeping key documents will make life easier for tax filings, retirement and estate planning, and other important meetings and events.

In this checklist, we cover the documents that are essential to keep. Hopefully this allows to let some papers go. Remember to shred your documents.

Download the checklist below!
what-documents-do-i-need-to-keep-on-file-2021.pdf
File Size: 115 kb
File Type: pdf
Download File

What Next?

If you have some lingering questions after reviewing the checklist, feel free to schedule a call or come in for a review. You can use the links below.

Schedule a Call
Schedule a Meeting

OFFICE LOCATION

4315 S Lee Street
Suite 400
Buford, GA 30518

Financial Links
Copyright 2008-2022 | Paramount Investment Advisors, Inc.