Financial Plan


Item Number: ITP132

Time Left: CLOSED

Value: $4,000

Online Close: Oct 22, 2015 1:00 PM EDT

Bid History: 0 bids

Description

This donation consists of multiple consultations with a Certified Financial Planner® from Diversified Financial Consultants, LLC.  The planner will work with you to develop and implement a comprehensive financial plan designed to help you achieve your personal financial goals.


Areas of focus may include:  Retirement, Investment, Tax, College, Estate, Charitable, and Protection Planning.


Diversified Financial Consultants, LLC specializes in providing integrated planning for executives and professionals in the Wilmington area who lack time, resources, and the expertise to do it themselves.

Donated by

Michele Fields