(281) 973-9290
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
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.
http://brokercheck.finra.org/
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.