GERBER KAWASAKI - FINANCIAL PLANNING CONSULTATION
Item Number: 350
Time Left: CLOSED
Value: $500
Online Close: Jun 11, 2017 10:00 PM PDT
Bid History: 0 bids
Description
A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan for college planning, retirement planning, maximizing stock options and managing inheritances.
Donated by
Nicholas Licouris