Retirement Planning Consultation

Item Number: S34
Time Left: CLOSED
Value: $750
Online Close: Mar 27, 2015 6:00 PM PDT
Bid History: 0 bids
Description
Get the attention and sophistication you deserve. Recipient will receive three hours of face-time with a certified financial planner to discuss personal finance and planning issues. Topics for discussion are personal income statement and balance sheet analysis, insurance product review, retirement needs analysis, and retirement cash flow modeling. Dogpatch Capital is a California State Registered Investment advisor (RIA) Account custodied with TD Ameritrade.
Donated by
Dogpatch Capital