(281) 973-9290

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19506 Highway 59 N, Suite 315 Humble, TX 77338

Legacy Planning: The Asset Inventory Packet

August 2, 2019

 

I hope you enjoyed this weeks video on legacy planning. One of the things that was mentioned (and seen) in the video is our Asset Inventory Packet. This is such an important packet for you and your family. This does not take the place of a will or give our account information, it simply tells your trusted family members or friends where you are holding your assets. It will make it so much easier on them as they grieve your loss and this is one less thing they have to search for.

Please click the link below and download the Asset Inventory Packet. Fill it out and give it to someone you trust or you can even send it to us for safe keeping.

Thank you for watching this weeks Finance Speaks and visiting us for this packet! Make sure you go check out the video page to see all of the Finance Speaks videos.

Asset Inventory Packet

Contact Us

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


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

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

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