In the last several months we have been able to quickly grab electronic copies of documents ranging from five years ago to nineteen …. some of these documents were destroyed by the owner, but our copy remained, making for quick access, big money and time savings in all cases.
Why we Want A Copy of ALL Documents
Any and every document you send us, we save. Our Server is backed up constantly and has almost unlimited room for saving, especially given today’s productive file size of scanning.
Several decades ago, we luckily set up an internal system of filing items that remains in tact today and has saved us ample time. We also name unique documents with extended titles for search at a later time.
You never know!
With a recent need of documents that were almost two decades old, we were reassured that our careful and comprehensive saving of everything REALLY DOES PAY OFF….
The only draw back is if we do not get a copy of the document… so please send us ANY document that may seem important or any document that may need reference in the future – we want to have access in the future and our scanning process is extremely good as well as the quality of our scan…
Something super data sensitive?
There are frequently documents that are copies or completed messages that have so much important information, you may not feel comfy emailing –
Safely upload to your Vault and we will safely download to our server without ever hitting the public email streets!
Here is a quick Video – In case you may have forgotten-
Here is a link to all of our 1 Minute Videos on our main website – not to worry only eight total!
With a mantra of “Safe Over Sorry” We are glad to help in storage of documents … forever!
Have a Great “Save Copy of Documents” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth