Financial Plan with Karen Mello CFP, ADPA
Item Number: 122
Time Left: CLOSED
Description
Creating a balanced future, with less stress and more freedom!
Whether you want to begin saving for your retirement or you want to ensure financial security for your loved ones, going through the financial planning process with Karen Melo, certified financial planner® professional and accredited domestic partner advisor, can help you make solid decisions about these and other important financial concerns, such as:
- Simplifying finances and getting organized
- Investing and increasing your net worth
- Saving for retirement and financial goals
- Reducing the amount of taxes you pay
- Transferring or protecting a business
- Private school and college funding
- Planning for blended families, domestic partners and the LGBT community
This financial plan includes:
- Identification of your goals, priorities, risk tolerance and money personality
- A review of your legal documents and estate planning needs by one of our in-house attorneys
- Access to our team of CPAs, investment managers and product specialists
- A minimum of three face-to-face meetings with a qualified financial planner
- A comprehensive written plan with analysis and recommendations
- Annual reviews of your plan to ensure that you’re on track towards meeting your goals
- Approximate value of $1,500
This is a Live Event Item.