Customized Financial Planning from Morgan Stanley Smith Barney


Item Number: 125

Time Left: CLOSED

Value: $500

Online Close: Dec 2, 2009 11:59 PM EST

Bid History: 0 bids

Description

Are you concerned about your financial future?


Spend two hours of customized financial planning consultation with Robert Tinsley, Certified Financial Planner, with Morgan Stanley Smith Barney. Robert will help you establish an executable plan to achieve your goals in such areas as Estate Planning, Asset Allocation and Retirement Planning.


Rob's Client Process includes:
Discovery: Identifying values and goals, along with financial profiling of client
Analysis/Recommendations: Building Action Plan
Implementation: Choosing Services, Investments, and Providers
Monitoring: Ongoing Evaluation and Reporting


Rob Tinsley holds a Bachelor of Science, with a Minor in Economics, received a Master of Science from the University of Georgia and holds a wide-range of certifications in the field of financial planning.  He focuses on various planning related issues for clients including: retirement planning, asset allocation, long-term care and life insurance planning, as well as estate planning. In addition, he handles investment management services ranging from stocks to tax-free bonds, to options, to mutual funds.  


 


 


 


 

Special Instructions

This consultation can be accomplished in person, via telephone or over the Internet.  No matter where you live, you can avail yourself of the highly sought after professional services of Robert Tinsley.


 


 

Donated by

Morgan Stanley Smith Barney