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On-Site Shredding

On-Site Shredding

May 29, 2024

In a world where data security is paramount, West End Advisory Group is committed to going the extra mile to safeguard our clients' sensitive information. We're thrilled to extend an exclusive invitation to our valued clients to take advantage of our complimentary on-site shredding service.

At West End Advisory Group, we understand the importance of secure document disposal. That's why we've partnered with Secure Document Destruction of St. Louis, a trusted name in the industry, to bring you a hassle-free and secure solution for managing your paper documents.

Here's how it works:

Step 1: Gather Your Documents

We invite all our clients to collect a box of their personal documents that require shredding. When deciding what paper documents should be destroyed, a good rule of thumb is to include anything with an account number, Social Security number, signature, address, phone number, email address, as well as any form of legal or medical record or correspondence. Rest assured that your sensitive documents will be handled with the utmost care.

Step 2: Drop Off at West End Advisory Group

Simply bring your box of documents to our office, and we'll take care of the rest. Our dedicated staff will assist you in ensuring a smooth drop-off process, making it convenient for you to maintain the confidentiality of your information.

Step 3: On-Site Shredding by the Experts

Once your documents are in our hands, our trusted partners at Secure Document Destruction of St. Louis will take over. During one of their routine service calls, they will shred your documents on site, ensuring that the entire process is secure, efficient, and compliant with data protection regulations.

At West End Advisory Group, we believe in providing not only financial expertise but also in taking the necessary steps to protect the confidentiality of our clients. Our complimentary on-site shredding service is just one of the many ways we demonstrate our commitment to your peace of mind.

REMINDERS...

  • JUNE 6: Our next free Zoom webinar, Investing in an Election Year, is scheduled for Thursday, June 6, at 2pm. Register here.
  • JUNE 17: Second-quarter estimated income tax payments are due.
  • If you haven’t already provided us witha copy of your 2023 tax return, please use one of these options:
    • Office visit--Clients can drop off a copy of their tax return at our office, or a photocopy can be made while they wait.
    • Secure email--Clients can request a secure email from us, to which they can reply with a scanned copy of their tax return. This ensures a confidential transfer of sensitive information.
    • Mail--Upon request, we will mail a postage-paid trackable envelope which clients may use to send us a copy of their return.