You're going to die. Is your estate plan ready? In this video, Aljon Lovelace give you the most important documents you need in your estate plan and why you need them.

And here's 3 (MORE) estate planning documents you might want to include in your estate plan: [ Ссылка ]

➡️➡️➡️ REACH OUT FOR A FREE RETIREMENT PLANNING SESSION: Call us at 682-554-8421 or fill out this form to schedule a free consultation: [ Ссылка ]

You can also visit us at www.edgecreekwealth.com, and click the link that says “Schedule a Call.”

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Aljon Lovelace, Founder and CEO of Edge Creek Wealth Management, is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), a Certified Public Accountant in the state of Texas, and a 20-year veteran in the financial services industry. His goal is helping you enjoy a confident and worry-free retirement.

Want to know how much you need to retire? Take the quiz and find out: [ Ссылка ]

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All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations.

Public comments on videos are not controlled or reviewed by Aljon Lovelace or Edge Creek Wealth Management and do not reflect the views of either. Aljon Lovelace may delete comments that contain vulgarity, threats, spam, scams, or other harmful content. Comments are read at the viewer's own risk. Viewers should be wary of fake posts, scams, or other harmful content. Aljon’s contact information is ONLY the information found on: www.edgecreekwealth.com

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Edge Creek Wealth Management, a Registered Investment Advisor.
• Edge Creek Wealth Management does not offer specific tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice, investment recommendations, an offer to buy or sell any security, or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax, legal, and financial advisors.

CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.

#retirementplanning #retirement #financialplanning #investing #edgecreekwealth

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