(281) 973-9290

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@preceptwm.com


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.


This site is published for the residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact businesses and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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