Personal Record Locator

Keeping track of personal and financial records can be overwhelming. By spending a little time now to get organized, you can document the location of all of your important records as well as any special instructions that might be useful to your beneficiaries when you are no longer here.

We have created two documents for your use in tracking your personal assets. The first "Personal Record Locator" allows you to create a complete record of all of your personal and financial assets as well as to identify personal advisors.

The second, an "Alphabetic Document Log" allows you to identify locations where you have stored all of your important documents by category. Both documents are in a .pdf format and can be printed and kept in a safe place. If you have v.7 of Adobe Acrobat Reader, you will be able to fill in the blanks and print the final document. Be sure to inform close family members or friends of the location of these documents.

Printed versions are available by request by calling 800-345-4783.

The products and services described in this website are offered only in the United States.Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Investments are not insured, and may lose money. Client should be prepared to bear the risks associated with investing. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment.

Investment advisory services are provided by Advance Capital Management, Inc. Brokerage services are provided by Advance Capital Services, Inc. Advance Capital Management, Inc., and Advance Capital Services, Inc. are affiliated companies and are collectively referred to as "Advance Capital". Employees of Advance Capital provide services for both companies. Advance Capital Services, Inc. does not provide brokerage or custody services for investment advisory clients of Advance Capital Management, Inc.