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: Forbes Recognizes Steve Booren as a Best-In-State Wealth Advisor for 2025April 16, 2025 - 10:53 amDENVER, Colo. — April 15, 2025 – Steve Booren, an independent LPL Financial advisor in Greenwood Village, CO, has been recognized in this year’s list of the Forbes/SHOOK Best-in-State Wealth Advisors for his track record of success in the financial services industry. Booren, Owner and Founder of Prosperion Financial Advisors was recognized as the no. 17 […]
