"Referred clients are my best clients. Let me know how I can help a friend or colleague."
Retaining Business Records
The length of time you should retain your business records depends largely on their relative importance to your business operations and the risk associated with losing them. Construction documents, audit reports, year-end financial statements, licenses, trademark registrations, property appraisals, loan documents, in-force insurance policies, etc., should be retained indefinitely. Bank statements, customer invoices, payroll records, payment vouchers, purchase orders, accident reports and claims, etc., should be retained for at least seven years. Occupational Safety and Health Administration (OSHA) logs should be kept for five years, and employment applications and petty cash vouchers should be kept for three years, as a brief example.
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Jamie Jordan, CRPC
6255 Sheridan Drive
Suite 300
Williamsville, NY 14221
ph: 716.580.1135
fax: 716.626.9575
jamie.jordan@lfg.com

Dialogue with Jamie Jordan

Continuing Each Month in 2009

A monthly conversation with my clients:

The 4th Wednesday of every month from 7:00-8:00 p.m. Click here for details.

Are You Prepared For the Challenges of Retirement?

During these challenging economic times, you need to make sure you have a plan in place that will provide income for you regardless of whether the market is up or down. My financial planning practice is dedicated to helping you meet the five most pressing challenges in retirement:
  1. Where will your income come from?
  2. Will your income last your lifetime?
  3. Will you be able to maintain your standard of living?
  4. Purchasing power vs. market volatility - what is the best investment strategy for you?
  5. How will you cover rising health care and long term care costs?

Let me help you reach your retirement goals and maintain a high quality lifestyle.

To schedule a free consultation call (716) 580-1135 or, Click Here.

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Need advice about long term care insurance?

Find out if long term care insurance is right for you and your family. Learn what you need to know in a free consultation with an experienced professional.
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I welcome the opportunity to serve your Financial Planning needs. Please contact me with your questions Retirement Planning and Long Term Care Insurance or to schedule a free consultation. All inquiries handled with discretion and sensitivity. I look forward to serving you.

Jamie Jordan, Financial Planner
Chartered Retirement Planning Counselor
Phone: (716)580-1135
Email: Jamie.Jordan@LFG.com