Financial Plan Review


Item Number: 477

Time Left: CLOSED

Value: $500

Online Close: Mar 9, 2011 10:00 PM EST

Bid History: 5 bids - Item Sold!

Description

Not sure what the current financial markets have done to your short or long-term goals?  Uncertain of where to start the financial planning process?  Work with a Certified Financial Planner to complete a financial plan covering topics like retirement planning, estate planning, college funding, budgeting, etc.  This can involve up to two hour meetings to develop an overall plan, review a current plan or to discuss one or two specific topics of interest.


Rick Ropelewski, Mason Rice parent, is a certified financial planner with over 10 years of experience.  He has a B.S. in Management from the US Air Force Academy and an MBA from NYU.  His primary focus is holistic financial planning, reviewing all aspects of his clients' financial situation including retirement planning, education funding, budgeting etc. 

Donated by

Ropelewski/Lawler Family