Raymond James Financial Plan
Item Number: 524
Time Left: CLOSED
Value: $3,000
Online Close: Mar 25, 2018 9:00 PM CDT
Bid History: 0 bids
Description
You are bidding on a written financial plan, which will address your retirement goals, expenses, objectives, and estate planning needs. This plan will be created by Julie Alexander, AAMS, of Raymond James, Morgan Alexander Planning Group. The plan will include an initial meeting, analysis by the firm and ultimately a presentation of a written, comprehensive road map.
Donated by Julie M. Alexander, AAMS®, Associate Vice President, Investments Private Client Group.
Special Instructions
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