Financial Plan by Jim Vandre - Eagle Strategies, LLC

Item Number: 1241
Time Left: CLOSED
Description
Secure your financial future with this auction is for a complete, personalized Financial Plan with Jim Vandre, of Eagle Strategies in Marysville.
Jim will develop a personalized plan that will help you protect, accumulate, manage, and disperse your wealth.
Eagle Strategies LLC, A Registered Investment Adviser, offers an objective, fee-based approach to financial planning. The solutions we recommend and the strategies you decide to implement will depend upon your personal circumstances and objectives. You may choose to work with me on a comprehensive basis or limit the scope and focus of the plan to help you achieve one or more of your goals.
Special Instructions
For the winning bidder: Upon the conclusion of the auction, the credit card you used to register for bidding will be charged for the winning bid amount. Item will be available for pick-up during normal business hours at the United Way office, located at 232 N. Main Street in Marysville, Ohio. The winning bidder may choose to have the item shipped via U.S. Mail by indicating so via e-mail upon conclusion of the auction. The cost of shipping will be added to the credit card charge.