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April 21, 2018 Blog Financial Planning

How long should I keep financial documents?

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Tempus Wealth Planning

100 Spectrum Center Dr
Suite 1070
Irvine, CA 92618

Contact

949-393-2525
855-4-TEMPUS

Tempus Wealth Planning is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Tempus Wealth Planning and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Tempus Wealth Planning unless a client service agreement is in place.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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