Questions for a Financial Planner

The last request before we shut down the investment advisory was overly broad. They wanted 100% of all client files. I said, your corporate contractors are simply have criminal records. And I'm not going to share this digitally with you. So they had to say that they would make it digital. It would not go into their digital records. They would keep it in a physical safe and corporate contractors would not have access to it. At least in Pennsylvania that the state has not been had the best technology so it's not even feasible to do so.