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Most people have an assortment of records, statements and letters that constitute a bone yard of intentions, ideas and wishes.
Our LifeShare Checklist is an excellent guide for organizing all of your personal information, contacts and important financial documents.
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D. B. Root & Company ("D. B. Root") is an SEC-registered investment adviser located in the Commonwealth of Pennsylvania. D. B. Root may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. For information pertaining to the registration status of D. B. Root, please contact the SEC on its website at www.adviserinfo.sec.gov. A copy of D. B. Root's current written disclosure brochure discussing the firm’s business operations, services and fees is available from D. B. Root upon request. References herein to D. B. Root as a “registered investment adviser” or any reference to being “registered” does not imply a certain level of skill or training.