Sym Transition Assessment


Item Number: 362

Time Left: CLOSED

Value: $750

Online Close: Aug 1, 2016 8:00 PM EDT

Bid History: 6 bids - Item Sold!


Description

Bid today to win this Sym Transition Assessment!


 


Sym provides:



  • Conflict-free council- Chart your degree of readiness for retirement and see statistical probabilities of successful outcomes under multiple scenarios. 

  • Guide to future spending- Project your retirement income, assest allocation strategy, withdrawal rates and expenses to know what makes for realistic and sustainable spending moving forward.

  • An actionable plan- Make informed selections that maximize your pension and supplemental savings plans, AVIP, PEP, equity-based compensation benefits, or stock options. 


They have more than 30 years experience with Midland-based corporate executives and their families! As fiduciary advisors, SYM does not sell products and the counsel you receive is based solely on your exclusive best interest. 

Special Instructions

Gift certificate will be mailed to the bidder the 1st week of August. 

Donated by

Sym Financial Advisors