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NEW! - Keywords For This Page: Taxes - Bills - Bookkeeping - Filing - Finances - Insurance
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The Financial Documents Binder from Room To BreatheTM is a one-stop holder for all important financial documents. Designed by a professional organizer in conjunction with Financial Advisors, CPAs, Insurance Agents and Estate Attorneys, this binder provides an elegant solution to messy files and papers. It is used by financial service providers to support their clients in growing and protecting their assets. Features of the Financial Documents Binder:
- A substantial 2 ½" D ring clasp for large quantities of paper
- Elegant, classic, and contemporary custom linen cover in grey or navy blue
- Over 40 pre-printed dividers with space for account numbers and information, enabling quick reference
- A variety of statement sections including:
- Cash and Investment Accounts
- Risk Management and Estate Planning
- Business Succession and Taxes
- Financial Plan and Important Correspondence
BULK DISCOUNT:
Orders of 100 or more receive a $2 discount per binder (discount will appear as the item is processed in the shopping cart).
PERSONALIZATION:
On orders of 100 or more, you can customize your binders with your own logo and address. There is a $250 one-time fee for setting up your imprint (option can be chosen in the shopping cart). Vendor will contact you after order is taken for imprint information.
JCH1001 -- $42.99 (plus S&H)
This item is out of stock
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