Your Investment Partners With Paul & Garrett

Your Investment Partners With Paul & Garrett


#6 Important Documents

September 19, 2022

What important documents do you need to hold on to and what should record keeping look like for them?


In this episode we discuss critical documents, records, and more that you should hang on to and why.


Questions about today's episode let us know.


https://ascendinvestment.com/

(801) 476 - 1200