Client Events

COMMAND WEALTH MANAGEMENT

Client Appreciation

At Command Wealth Management, we love connecting with our clients through appreciation events that celebrate our partnerships and give back to the community we’re proud to be part of. There are no events scheduled at this time, but we encourage you to check back for future updates.

When Should I Shred It?

Gray Area?

A

Auto titles as long as you own the car

A

Home deeds if you own the property

A

Disputed medical bills until resolved

A

Home improvement receipts until the home is sold and taxes are paid

Immediately

A

Sales Receipts

A

ATM Receipts

A

Paid Bills & Statements

A

Expired Offers

A

Expired Warranties

A

Cancelled Checks

Up To One Year

A

Pay Stubs

A

Bank Statements

A

Paid Bills

After 7 Years

A

Tax Receipts

A

Tax Related Cancelled Checks

A

W-2’s

A

Tax Deduction Records

Keep Forever

A

Birth Certificate

A

SSN Card

A

Marriage & Divorce Degrees

A

Citizenship Papers

A

Adoption Papers

A

Death Certificates

A

Tax Returns

LET’S TALK!

Give us a call and get started with your financial goals.