Financial Planning Package
Item Number: 259
Time Left: CLOSED
Description
This Financial Planning Package Includes:
- Identification of your objectives, priorities and retirement income needs
- A review of your legal documents and estate plan by one of our attorneys
- A minimum of two face-to-face meetings with a qualified financial planner
- A written plan with analysis and recommendations, delivered as a PDF
- A Personal Financial View website for one year, to help you get organized Whether you want to get the most from your savings or you want to ensure financial security for you and your loved ones, a financial plan can help you make solid decisions about important financial objectives, such as:
- Simplifying and organizing finances
- Investing and increasing your net worth
- Knowing if you have the income to retire
- Protecting household income
- Reducing the amount of taxes you pay
- Planning for modern family structures & LGBT families
Special Instructions
This plan must be completed within 1 year and may not be exchanged for any other product or service. You may work directly with Karen Melo, CFP or another Baystate financial planner, depending on your location or individual needs and preferences.
PLEASE NOTE THAT THIS IS A FUNDRAISING EVENT AND THERE ARE NO REFUNDS.
Checks to be made out to FRANKLIN PTO. We will be at Franklin Elementary on Wednesdays (March 13, 20 and 27) at dismissal time to distribute winner’s items and collect payment. Individual arrangements will be made for winners outside of Franklin Elementary and/or who need to charge on their credit card. This item will ship to winner directly from BayState Financial. Mail Checks to: JULIET HARRISON, FRANKLIN PTO, 160 RANDLETT PARK, WEST NEWTON, MA 02465.
All winning bidders will be charged a transaction fee of 5% of their bid to cover a portion of the 9% auction transaction fees that are charged to Franklin by BiddingforGood. We thank you for helping with this and supporting the school.