Financial Plan Folders

Portfolio Folder™

Portfolio Folder™ Financial Planning Folder

A distinctive no-assembly folder that will provide a functional solution for your clients and impress at the same time.

Invis-a-bind Coverset™

Invis-a-bind Coverset™ Financial Planning Folder

The side bound version of our Invis-a-bind folders work particularly well for financial statements, especially audits using the secure permanent binding option. Using our thicker 160# paper and concealed binding yields the ultimate professional appearance.


JacketCover™ Financial Planning Folder

Your presentations and proposals will truly shine with this beautiful Lockhart folder. Pages lay flat and turn easily which works perfectly for those “across the desk” type meetings. Provides just the competitive edge you need for more wins.

Ring BinderSet™

Ring BinderSet™ Financial Planning Folder

Turn classic 3-ring binder into a powerful expression of your firm’s image. The landscape version also works great for presentations.

Deluxe CoverSet™

Deluxe CoverSet™ Financial Planning Folder

Dress your smaller financial reports for success with this economical folder that conceals the binding for a sophisticated professional look.

Translucent Front CoverSet™

Translucent Front CoverSet™ Financial Planning Folder

Same functional design as our Deluxe Cover except uses a thick translucent vellum front instead that is custom printed with your firm name & logo.

Two Piece Cover

Two Piece Cover Financial Planning Folder

Deliver your professional reports in a classic two-piece cover. Works particularly well for financial statements, compilations, reviews and other important reports.