What Documents Do I Need To Keep On File?

Do you have a good sense of what documents you should keep on file throughout your life? We'll give you an overview on this episode of some of the important items you should tuck away. And be sure to check out the full list on our downloadable guide.

The Bird’s Eye View:

Do you have a good sense of what documents you should keep on file throughout your life? We’ll give you an overview on this episode of some of the important items you should tuck away. And be sure to check out the full list on our downloadable guide.

Downloadable Guide

Your Guide:

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Scott Dougan, RFC, Investment Advisor – Contact

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Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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(913) 393-4724