10 Hours of Financial Planning Services

Item Number: 117
Time Left: CLOSED
Description
What are you doing with your money? With financial planning services from Ken Segal you could be reaching your goals with it. Enjoy u p to 10 hours of service, valued at up to $4,000. This includes face-to-face discussions and interactive recommendations reviewing all the factors in your personal and business finances. Drawing on his extensive experience as a professional financial planner, Ken will provide unbiased and detailed recommendations to optimize your financial foundation now and for the future. Depending on your needs, topics may include cash flow, debt and tax management, protection, estate and capital accumulation planning, employer/employee benefits and compensation planning, entity choice, and business succession planning. Securities and Advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC