Prager Metis Wealth Management Presents “Your World”

Wealth Management | Marc Specht | Jan 18, 2017

We’re mid-way through January; have you already lost sight of your New Year’s resolution to take better care of your financial life?

Don’t worry – we’re here to help!

Below is a document we call “Your World.”

It is meant to help you organize all your important information into one file for easy access. It is a helpful tool for everyday life, but perhaps more importantly, in case of an emergency situation where a friend or loved one needs to step in.

Emergencies by definition are unexpected and unplanned for – be prepared.

To review this document with a wealth professional please contact Marc Specht at 866.982.7790 or Marc.Specht@PragerMetisWM.com.

2020-01-03T12:21:05-05:00
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