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