Comprehensive Financial and Estate Planning


Item Number: 1099

Time Left: CLOSED

Value: $3,000

Online Close: Mar 20, 2013 11:00 PM EDT

Bid History: 1 bid

Description

Comprehensive Financial and Estate Plan


Estimated Value $3,000 Does NOT INCLUDE WILL/TRUST prep/work


Restrictions and Conditions extra fee may apply for more than 10 assets, stock option planning, or advanced estate planning analysis


Gift Certificate Valid Through ______________3/16/2014


At Burnham Gibson, we help corporate and individual clients accumulate their wealth, manage their risk and plan for the future. We’re serious about your financial wellbeing, but we have just as much to offer when it comes to your health and wellness. We offer an unparalleled complement of best-in-class services to help provide for the full spectrum of your financial and insurance needs, or the needs of your workforce.


 

Special Instructions

Donated by Sean O’Keefe St. Edward Family


Burnham Gibson Financial Group


Address 2050 Main Street, Suite510


 Irvine, CA 92614


949-833-5788 SOKeefe@BurnhamGibson.com____________________


Comprehensive Financial and Estate Plan


Estimated Value $3,000


Restrictions and Conditions extra fee may apply for more than 10 assets, stock option planning, or advanced estate planning analysis


Gift Certificate Valid Through ______________3/16/2014____