RESOURCES

GUARDING YOUR LEGACY CHECKLIST

In today's world, our lives are constantly evolving from one phase to the next — a new job, buying a house, getting married, having kids, and creating a retirement plan. Once more, all of these events are documented. These documents are often misplaced or forgotten about until you need them most. Wouldn't it be nice if you never had to worry about losing or finding them ever again?

We designed the Guarding Your Legacy Checklist to organize and store all of your vital documents. This checklist provides added peace of mind by removing the stress associated with trying to find a piece of paper that you stored away 15 years ago.

Contact

Tel: (800) 560-2611

info@sextonadvisorygroup.com

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© 2019 by Sexton Advisory Group

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Sexton Advisory Group does not offer tax, legal or investment advice. Always consult with qualified professionals concerning your own situation.

 

CA insurance license # OH45115