Financial Plan Binders

Financial Plan binders are used to contain financial planning documents and will tastefully organize, present, and accurately reflect the quality of your hard work. The 1" and 1½" binders are fully padded with D-rings and slant-D rings, include a set of 9 custom index tabs of light grey index paper, black ink titles with clear mylar protective coating included. Titles read: Observations/Recommendations, Current Financial Condition, Asset Allocation Overview, Retirement, Estate, Insurance, Education, Disclaimer, Planning Documents. Also, 2 horizontal pockets (inside front and back) and on the inside front cover pocket there are 2 business card holders and included with the 1½" binder is a black sheet lifter. The binders feature elegant typography (Financial Plan) in gold matte foil debossed on front/spine on textured vinyl with the look of natural leather. These binders are used for Financial Planning/Administration, Estate Planning, Retirement Planning, Wealth Management.