Financial Planning Review & Analysis

Item Number: 13232
Time Left: CLOSED
Value: $850
Online Close: Mar 24, 2013 9:00 PM EDT
Bid History: 0 bids
Description
Personal Financial Planning Review & Analysis by Ron Smith of Integrated Financial Partners in Waltham.
You might have an attorney, an accountant, a stock broker and an insurance agent but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. You need hands on advice, service and support.
Our Financial Second Opinion program is a comprehensive investment analysis tool that can help you toward reaching your goals.
Donated by
Ron Smith - Integrated Financial Services