Financial Plan by Jeff Wheeler, ING
Item Number: 131
Time Left: CLOSED
Description
Meet with financial planner Jeff Wheeler of ING and get on track to a secure financial future. Topics to address may include cash flow, risk management, investment, retirement, small business, college, tax and estate planning.
Special Instructions
Includes: One initial and one follow-up meeting, five to ten hours of financial planning in total; Customized financial plan in hard copy with objectives, observations and recommendations; Morningstar Principia portfolio analysis; Efficient Frontier and Monte Carlo analysis
Donated by
Jeff Wheeler, ING Financial Partners