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  Home > Financial Document Organization >

Trusted Advisor Document Case
Trusted Advisor Document Case
Trusted Advisor Document Case
 
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Your Price $235.00


Personalize Your Exterior Nameplate(s)

#402 Client Imprint (Required)*:

***Number individual names/personalizations***
***Up To 32 Characters Per Nameplate***

Personalize Your Interior Nameplate(s)

#403 Agent Imprint (Required)*:

***Number individual names/personalizations***
***Up To 64 Characters Per Nameplate***
***Generally listed as "Presented to Your Client's Name,
Compliments of Your Name"***

Case Color

  

Qty:

  
Description
 
  •  Interior Features:
    • 25 Black Hanging Files with White Hangers
    • Brass Interior Rails Hold Hanging Files
    • Brass Engraved Interior Presentation Name Plate
    • 10" File Capacity
    • Weight 16 lbs (includes files)
    • Lid Lining may be Gold Foil Hot Stamped with Your Firm’s Name and/or logo
    • 25 Green Custom Silk-Screened Financial File Tabs:
    • Annual Financial Review
    • Prior Financial Review
    • Annuities – Fixed & Variable
    • Bank Records – Safe Deposit Box
    • Business Agreements – Corporate/Partnership
    • Cemetery Deed
    • Certificates of Deposit
    • Charitable Giving Plans/Trusts
    • Correspondence – Legal, Financial, Accounting
    • Divorce Decree / Agreements
    • Durable Powers of Attorney – Health Care Proxies
    • Education Funding – College Investment Plans
    • Retirement Plans – Employer and Personal
    • Estate Plan - Wills and Trusts
    • Funeral Home Preplanning Records
    • Insurance – Life, Medical, LTC, Disability
    • Investments – Mutual Funds, Stocks, Bonds, Etc.
    • Loan Documents
    • Marriage and Birth Records
    • Property and Casualty Insurance
    • Real Estate – Personal and Business
    • Social Security Benefits
    • Tax Returns
    • Veteran’s Administration Benefits
    • Miscellaneous
Elegance and Unbeatable Quality

If you work in the financial services field, you probably realize that real planning consists of as much art as science. Clients develop respect for your advice, guidance, and credentials. They consider you their trusted advisor.

Part of any sound plan is financial document record keeping and organization. Clients who keep their financial documents readily available and organized for an annual review realize that planning is a commitment that both sides make.

Boxes by Pandora has created the most elegant and practical financial document storage case ever made. Simply, it treats the science of financial planning like art. Our case, available in North American cherry or Canadian maple, is finished by hand and is elegant enough to stand side by side the finest furniture.

While we are certain that some financial professionals want to reserve using this case for their most note worthy clients, the cost of this case is reasonable enough for you to consider using it with all of your clients.

We provide 25 financial tabs and files. You may arrange them in any order you wish to suit your client’s needs.


Exterior Features: Built in the U.S.A.
  • North American Cherry or Cajavascript:void(0);nadian Maple Wood
  • Dovetail Joinery Construction
  • Double Padded Handle
  • Brass Keyed Lock, Hardware and Hinge
  • Brass Engraved Exterior Client Name Plate


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Financial Document Organization