We invite you to a complimentary consultation over coffee or lunch , on us .
Investment management • Estate planning Roll�overs • IRAs • 401 ( k ) investment advice Financial plans • Education savings & more
2 lagunabeachindy . com SEPTEMBER 29 , 2023
We Do Estate Planning� We should talk .
Have you been putting off creating a Living Trust & Will ? It ’ s an important first step towards ensuring your beneficiaries are well provided for . Or maybe you have a Living Trust , but is everything titled properly ?
Let ’ s schedule a time to get acquainted . We think you ’ ll be impressed .
Why we ’ re different �We are local �We are available 7 days a week �We have decades of experience �We strive to deliver outstanding customer service �We monitor your investments and regularly review them with you �We take a genuine interest in you and your family and work as hard as you do for their betterment
SagentWM . com
We invite you to a complimentary consultation over coffee or lunch , on us .
Investment management • Estate planning Roll�overs • IRAs • 401 ( k ) investment advice Financial plans • Education savings & more
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Sagent Wealth Management
1489 Glenneyre Street , Laguna Beach , CA 92651 833.773.0041 or text us : 949.625.0309