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