The “Expert” CHOICE FOR HIGH-QUALITY FINANCIAL PORTFOlio Binders binders.

Our Financial Portfolio binders are the best choice when you need to provide clients, customers, or employees with printed materials while keeping costs low.

Portfolios serve as more than just a means to store important documents—they are a tangible reminder of your work and can enhance your company’s reputation while promoting its branding. K&L Looseleaf has partnered with WealthCounsel to offer a variety of colors, sizes, and portfolio titles to help you present plans to your clients.

With every portfolio you order, a set of tabs is included (view tab titles). Even better, the provided index tabs are designed to work seamlessly with Wealth Docx. The tabs extend halfway down the page (half-cut), allowing you to easily add or remove a tab by simply flipping the next tab over, making it appear as if nothing is missing. You can choose from 64 individual tab titles tailored to your trust plans (packaged with 15 tabs each per set), available for separate purchases.

When selecting the appropriate portfolio size, it’s advisable to print out a plan and measure its thickness. Generally, around 100 sheets of paper equals each ½” of capacity. We recommend ordering the next size up from your measurement for a comfortable fit.

The correct way to measure a binder is by its ring capacity, not the outer spine. The round ring is measured horizontally at its widest point (excluding the metal itself), while the D ring is measured along the straight edge of the ring (excluding the ring itself). Don’t hesitate to contact us if you have any questions so we can ensure you receive the desired size.

All products offered by K&L Looseleaf are customizable— you can add your firm logo and use your firm color for your binders, as well as choose your preferred tab sets. Contact us to discuss customization or shipping inquiries.

* Please note: Binder and tab orders will ship within 3-5 days of receipt. Sometimes, the included tab set may ship separately from the binders. If you need your order by a specific date, please contact us to check availability and whether expedited shipping is required. (Orders shipping to Alaska and Hawaii will be sent via the US Postal Service.)
We offer:

Financial Portfolio Binders and Tab Sets

Below is a list of the Financial Portfolio binder categories with their standard spine width. Custom widths are available.

• Business Planning Portfolio (1″)
• Business Planning Portfolio (2″)
• Estate Planning Portfolio (1″)
• Estate Planning Portfolio (1.5″)
• Estate Planning Portfolio (2.5″)
• Estate Settlement Portfolio (1″)
• Estate Settlement Portfolio (2″)
• Grun Trust Portfolio (1″)
• Irrevocable Trust Portfolio (1″)
• Retirement Trust Portfolio (1″)
• Trust Administration Portfolio (1.5″)
• Veteran’s Benefits Portfolio (1″)
• Medicaid Trust portfolio (1″)

Here is a link to the tab sets for our 3-ring financial portfolio binders.

For specific product inquiries, click on
the ‘PRODUCT INQUIRY‘ tab below.

Additional Contact Methods:

Telephone Toll Free: +1 (800) 248-5242

Telephone Local: +1 (847) 439-3300

Request a Quote

General Product Questions

Wow, your clients, customers, and employees!

When you want an exciting and more contemporary appearance, go with full-color binders. Be as creative as you like and express your company’s identity, inventiveness and commitment to quality in a way that is unique and vibrant.

The cover of a full-color binder uses a paper sheet on which has been printed any combination of text, photos, and graphics. This cover sheet can be laminated with a dull or gloss finish, and is adhered to the front, spine, and back of the cover’s core. The edges of the cover sheet are then wrapped around the core’s edges and glued to the core’s inner side. Lining paper (in any color) is adhered to the core’s inner side to hide the edges of the cover sheet and to finish off the binder’s appearance.

Any type or size of binder, case or enclosure can be full color wrapped. The possibilities are nearly endless, and we can guide you to a design that meets your requirements and is visually exciting. We offer:

• Recommendations for the cover sheet’s text, graphics, and overall design
• A wide variety of paper types and weights to help create a unique look
• Digital or four-color printing to ensure the text and graphics stay crisp and bright
• Numerous hardware options, to meet your specific binding requirements in a way that complements the cover design
• Pockets inside front and/or back cover to hold literature

Uses

Here are some of the many uses for full-color binders:

• Annual reports
• Attorney marketing materials or legal journals
• Company overviews
• Construction plans and requirements
• Employee policies and guidelines
• Equipment operation guides
• Financial and accounting reports
• Financial plans and strategies
• Helpdesk and emergency scripts
• Manufacturing requirements and specifications
• Medical forms and records
• Presentations and proposals
• Procedure and process manuals
• Product and service catalogs
• Product samples and swatches
• Training materials

For product, inquiries click on
the ‘PRODUCT INQUIRY‘ tab below.

Additional Contact Methods:

Telephone Toll Free: +1 (800) 248-5242

Telephone Local: +1 (847) 439-3300

Request a Quote

General Product Questions