Complimentary Client Shredding
As a value-added service for our clients, you’re always welcome to bring in paper documents for shredding – no appointment needed. It’s one of the many ways we aim to make managing your financial life easier.
For two months each year, you’ll also find secure shred bins behind the front desk, perfect for clearing out larger quantities of outdated financial and family paperwork2026
2026: Shred Bins
May and October
Monday–Thursday: 8am–5pm
Friday: 8am–3pm
2027 Shred Bins
April and September
Monday–Thursday: 8am–5pm
Friday: 8am–3pm
Shredding Guidelines:
Paper documents only.
Paper clips and staples are OK.
No binder clips, 3-ring binders, or electronic media (e.g., CDs or DVDs).
From W-2s to wills, know what to keep and what to shred.
Our complimentary flyer, How Long to Keep Paperwork, outlines how long to keep important financial and legal documents. It’s a must-have for spring and fall cleanouts!
Spring Clean Your Finances
Not sure where to start? Our blog, Spring Clean Your Finances, is a practical checklist of ways you can refresh, declutter, and simplify your money management.