Frequently Asked Questions (FAQ) | Precept Wealth Management

This is where you should answer the most common questions prospective customers might have. It’s a good idea to cover things like your return policy, product warranty info, shipping and returns, etc. Check out the examples below.

What’s your return policy?

Return any of our products--no questions asked--within 30 days of purchase. We even pay return shipping.

Do you ship oversees and to P.O. boxes?

Yes, we’ll ship your package anywhere that can accept deliveries.

Do you have customer service?

Of course! Our friendly and knowledgeable customer services reps are available to answer your questions 24/7/365.

Finance Speaks Kyle Sadler YouTube Channel

Purchase

Kyle's New Book "The Retirement Shift"

The Retirement Shift: From Work Life to the Work Optional Lifestyle is designed to help future and current retirees plan for their most successful post-work lives. This book explores topics such as determining retirement age, choices for investment portfolios, and health care coverage concerns, all with simple language and real-life analogies.

15% Off Coupon Code: Use Precept15 (Ends 12/30/2020)

Purchase Kyle's Best-Selling Book

Presenting 99 fresh ideas to keep you active and engaged, "I’m Retired… Now What?" is more than just a list of things to do. Written by a financial advisor who has worked with retirees for more than sixteen years, this guide helps you see your continued value and recognize the importance of living this new phase well.

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Contact Us

Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338

Office: (281) 973-9290
Fax: (281) 973-9602
Email: info@preceptwm.com

Legal

Registered Representative, Securities offered through Securities America Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC in TEXAS, CALIFORNIA, and LOUISIANA.
Investment Advisor Representative,
Securities America Investment Research Advisors, Inc., a Registered Investment Advisor, Securities America and Precept Wealth Management are not affiliated.
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