One common question we have been asked this year relates to what documents to retain and what may be shredded, as many are finding themselves at home with time to think about cleaning up the ‘paper trail.’ If you are in this category, you may find the attached checklist helpful.
Click here to view the checklist:
EMAIL
[email protected]
PHONE
Office: (601) 956-5181
Toll-Free: (800) 588-3517
ADDRESS
Bergland Wealth Management, Inc.
213 Draperton Drive
Suite B
Ridgeland, MS 39157
Location by appointment only
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