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Join us for an exclusive client event!

Grab your old documents and join us for a shred party!  Securely destroying your confidential records is an important part of protecting your financial future.  Our annual shred party is a secure, quick, and delicious event designed to help our clients protect themselves and their personal information.  

Shred-it is a secure and safe way to destroy your personal and confidential documents.  A Shred-it truck will be onsite and ready to dispose of all your unwanted paper files.  

*There is no need to remove staples or paperclips.

Suggested time frame to keep each document:

  • Pay stubs and bank statements (1 Year)
  • Tax records and receipts (7 Years)
  • Medical records and bills (1 Year after payment)
  • Social security statements (keep only the most recent)
  • Insurance policy statements (keep only the most recent)
  • Retirement plan statements (keep only the most recent)

Other documents to shred include anything with personal information such as; social security, bank account information, date of birth, address, passwords, PIN numbers, or signatures.

(Information above is a suggested timeframe for document retention as there may be instances where records should be kept longer. Always double check before shredding)

When: Saturday, Oct. 6th 11:30am - 2:00pm
Where: 10 Melrose Dr. Farmington, CT 06032

Contact Alexis to RSVP
(860) 676-2727

*Lunch provided by Bears BBQ

*Guests are Welcome!

Check the background of this firm/advisor on FINRA’s BrokerCheck.