1:28 – Legal Disclosures
2:09 – Retirement Packet Arrival
3:47 – Understanding the Retirement Estimate
7:16 – Annuity Options
20:49 – Conclusion
Precept Wealth Management
19506 Highway 59 N, Suite 315
Humble, TX 77338
Office: (281) 973-9290
Fax: (281) 973-9602
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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