Beneficiary Form Checklist Opportunities

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Marriage, divorce, birth, and death are all significant experiences that alter our lives. While consumed by the emotions and obligatory tasks that trigger from these occasions, few people have “update beneficiary forms” at the top of their to-do list. However, maintaining current, accurate designated beneficiary forms is critical to fulfilling the legacy you worked so hard to build. Review and update your beneficiary forms annually to avoid oversight and eliminate confusion.

Download the “Beneficiary Form Checklist” below to help ensure your assets are handled properly after death.

Contact lead financial advisor Chris Robinson today at 940-464-4104 for the personalized guidance you’re looking for. ​RFG Wealth Advisory​ is a Registered Investment Advisor (RIA) firm located in Argyle, TX. We offer a no-obligation Free Consultation to discuss your financial planning and wealth management questions. Schedule your Free Consultation here and continue progressing toward the financial future you dream of.

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Beneficiary Form Checklists

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“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

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