Some documents you may want to consider adding to your Vault:
- Drivers Licenses
- Passports
- Birth Certificate
- Social Security Info
- Wills
- Trusts
- Medical Directives
- Power of Attorney
- Titles to Homes, Auto, Boats, etc.
- Tax Returns
Latest Commentary
PRESS RELEASE: Steve Booren Recognized as One of the Top Financial Advisors in America by Barron’sApril 21, 2025 - 12:20 pmDenver, Colo. — April 21, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized by Barron’s as one of the 2025 Top 1,200 Financial Advisors in America. Booren, Founder and Owner of Prosperion Financial Advisors was recognized as the 12 advisor in Colorado. Barron’s annual list highlights outstanding […]
