Secure Document Storage is now available to clients of the Robert Harding Financial Group via the Client Resources page. This platform provides encrypted, secure storage of sensitive documents such as wills, trusts, powers of attorney, financial statements, tax returns, and more. Clients may authorize creation of accounts for trusted advisors such as attorneys, accountants, and doctors for convenient, streamlined access to select documents. We are happy to assist clients in digitizing documents as needed. Send an email to Jeremy Mitchell to request an account.
