This video features Kevin discussing the importance of organizing your financial records and determining which documents are keepers and for just how long. In fact, we find this process so important to one’s financial well-being that we dedicate the final meeting of our consultative discovery process to organizing the paperwork our new clients receive.
To watch the original video, please click here or visit the Bourke Wealth Management YouTube page for more.
Bourke Wealth Management
222 East Canon Perdido Street, Suite 305
Santa Barbara, CA 93101
Phone: (805) 966-2122
Fax: (805) 966-0863
olivia@bourkewealth.com
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Bourke Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Bourke Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Bourke Wealth Management unless a client service agreement is in place.
