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Folder: Tidbits
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Estate Planning Is Key To Ensuring Your Life Wishes Are Fulfilled
Financial Planning Pamela Chen, CFA, CPA, MBA 8/29/23 Financial Planning Pamela Chen, CFA, CPA, MBA 8/29/23

Estate Planning Is Key To Ensuring Your Life Wishes Are Fulfilled

Here’s a quick checklist that will help you and your spouse outline a legacy plan that will protect your assets, care for each other in the event of incapacitation, and give you both some peace of mind.

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Refresh Investments LLC

“Investing with Purpose”

Contact

(424) 625-7260
hello@refreshinvest.com

 

Santa Monica Location

401 Wilshire Blvd, 12th Floor 
Santa Monica, CA 90401

Refresh Investments LLC is a Registered Investment Advisor firm.   Advisory services are only offered to clients and prospective clients where Refresh Investments LLC and its representatives are properly licensed or exempted from licensure.  This website is purely for informational purposes.  Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principal capital. See our Privacy Policy & Firm Disclosures for additional information.

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