Where There's A Will - APEX Financial Group/Mount Vernon Investments

“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy.

When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an excellent annual reminder to update or create your will. Having a will in place can make the difference between a smooth estate process and a probate nightmare for your loved ones.

Creating a will outlines your wishes to your family. Once a will passes legal hurdles, the executor can begin the process of transferring your property to heirs. Consider creating or updating your will for National “Make a Will” Month this August.

If you have any questions about your estate strategy, we’re here to help.

APEX Financial Group

204 Glenn St SE Ste. 2 | Mount Vernon, IA 52314 | Office: 319-895-1240 | Get Directions

206 1^st ST SW | Mount Vernon, IA 52314

Non-Deposit Investment products are not FDIC insured, not guaranteed and may lose value

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and APEX Financial Group/Mount Vernon Investments are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, IA, IL, KS, MA, ME, MN, MO, NC, NE, ND, NH, OK, SC, TX, VA and WY. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, APEX Financial Group/Mount Vernon Investments makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Cambridge does not offer tax advice.

APEX Financial Group/Mount Vernon Investments

Where There’s A Will

APEX Financial Group