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Robert Harding Financial Group

 

18301 North 79th Avenue D-149, Glendale, AZ 85308

 

Phone:     623-977-9823

Fax:         623-977-0181

Toll Free: 800-977-9823

 

WE OFFER INDEPENDENT UNBIASED NO-STRINGS-ATTACHED

FINANCIAL ADVICE. WE ARE COMMITTED TO YOUR FINANCIAL FUTURE!

November/December 2020

Safe Deposit Box Tips

Safe Deposit Box Tips

Safe deposit boxes are one way to keep valuable documents and other items safe offsite.


Here are some items you might consider keeping in your safe deposit box:

  • Deed and title documents

  • Paper stock and bond certificates

  • Vaccination records

  • Birth and adoption certificates

  • Marriage and death certificates

  • DD-214s and other military records

  • Precious metals

  • Social Security cards


What not to keep in a safe deposit box:

  • Original copy of your will

  • Cash (no FDIC protection)

  • Advance directive and power of attorney documents

  • Drugs

  • Firearms and ammunition

  • Hazardous chemicals


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Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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