We encourage use of our courtesy administrative support to meet your needs:
These functions are vital to proper record keeping of your financial records. Our state of the art equipment can make quick work of these tasks.
Our staff can assist or complete these projects on your behalf as it pertains to your Financial Planning needs,
Please call our office to schedule an appointment or notify that you intend to deliver your documents to the office for these services.
Many of your financial decisions in life will with come with a Notarial Service requirement. Our staff is available to provide these services as a courtesy for our clients.
We request that you notify our office of your Notarial Service request for service in advance so we may ensure that a Notary Public is available to meet the needs of your schedule. If you are unable to schedule an appointment in advance you may experience a wait time of up to 20 minutes.
Scanning documents for retention in your Personal Wealth Management Vault or other digital means will prepare you to make use of our courtesy shredding services.
All content stored in your vault is accessible to you 24 hours day. The records stored in your vault are fully portable and may be downloaded to your personal computer or external data storage device at any time and as often as you would like. Your Personal Wealth Management Website is a designated Verisign Secure Site and meets the highest industry security standards.
Our shred service provider provides for the destruction of paper, books, binders, file folders, without the removal of staples or paper / binder clips. Rapid Information Destruction is NAID AAA Certified and processes all shredded material at a NAID Certified Recycling Plant. This meets the industry’s highest standard for security and is government HIPPA compliant.
We look forward to the opportunity to assist you with maximizing your financial literacy and organization. Please contact Phillips Financial to reserve your individual service window or tutorial session at 209-367-0868.