Secure Document Submission
Safely Share Your Financial Documents with Us
Instructions:
Please email your financial documents directly to our secure email address. This ensures your sensitive information remains protected. Accepted document types include:
- Word Documents (.doc, .docx)
- Excel Spreadsheets (.xls, .xlsx)
- Images (.jpg, .png)
To submit your documents, click the email link below. Your email client will open, allowing you to attach and send your files directly to our financial advisors.
Email Link:
livinglegacyplanning@gmail.com
Note:
If you have any questions or need assistance, feel free to call us at (615) 580-9899. Your security and privacy are our top priority.
