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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 30 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 Canadian Maple Wood
- Dovetail Joinery Construction
- Double Padded Handle
- Brass Keyed Lock, Hardware and Hinge
- Brass Engraved Exterior Client Name Plate
Interior Features:
- 30 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
- 30 Green Custom Silk-Screened Financial File Tabs:
- Annual Financial Review - Present
- Annual Financial Review - Prior
- Annuities – Fixed and Variable
- Bank Records – Safe Deposit Box
- Business Agreements – Corporate/Partnership
- Cemetery Deed
- Certificates of Deposit
- Charitable Giving Plans/Trusts
- Correspondence – Legal, Financial, Accounting
- Credit Bureau Reports/Credit Score
- Divorce Decree / Agreements
- Durable Powers of Attorney – Health Care Proxies
- Education Funding – College Investment Plans
- Employer Retirement Plans – Pension/Profit Sharing
- Estate Planing Wills and Trusts
- Frequent Flyer Points/Travel Awards
- Funeral Home Preplanning Records
- Identity Theft Protection
- Insurance – Life, Medical, LTC, Disability
- Investments – Mutual Funds, Stocks, Bonds, Etc.
- IRAs
- Loan Documents
- Marriage and Birth Records
- Mortgages/Real Estate Taxes
- Property and Casualty Insurance
- Real Estate – Personal and Business
- Social Security Benefits
- Tax Returns
- Veteran’s Benefits
- 401(k) Plans
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