Podcasts/Videos — Bay Rivers Group Wealth Partners

Videos

Our videos are hosted on our YouTube Channel. Click here to visit and see our educational as well as market update videos.

Please note that our videos are for informational purposes only and do not intend to make an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.

Request a Meeting

Name

First Name

Last Name

Email

Phone

(###)

###

####

Best Day to Meet

MM

DD

YYYY

Who Does This Concern

Myself

Someone Else

Additional Notes (do not include private information)

podcasts

How to add an authorized user to Schwab Alliance

Charles Schwab CEO Commentary

FEMA Supplies Checklist FEMA Document Checklist Redcross

www.bayriversgrouptax.com

Estate Planning Stress Test

FEMA - Redcross - NHSI

Name

First Name

Last Name

Email

Are you receiving your statements?

Yes, I am receiving statements in the format that I prefer.

Yes, I am receiving statements, but not in the format that I prefer.

No, I am not receiving any statements.

Do you have updated estate planning documents such as wills, trust, powers of attorney, and advance medical directive?

Yes, my documents are up to date.

No, please contact me to discuss.

Would you consider using Bay Rivers Group Tax Services (a separate entity from Bay Rivers Group Wealth Partners)?

Yes, I would prefer a BRG Tax Services accountant.

No, I would continue to use my own accountant.