Comprehensive Financial Planning from Lance Wexler at Nexus Wealth Advisors
Item Number: 228
Time Left: CLOSED
Description
Get your financial house in order with this gift certificate for a comprehensive financial plan from Lance Wexler at Nexus Wealth Advisors: retirement and education planning, portfolio and asset allocation review, risk analysis review and estate and legacy planning.
*Offer is for local, Santa Cruz County residents only.*
Special Instructions
Pick-up of purchased items will occur at Siltanen Parking Lot in Scotts Valley; dates will be communicated via email once the auction closes. Ground shipping rates will be applied to the card on file for items that need to be sent out of town. Gift cards/certificates can be sent via regular mail.
Donated by
Nexus Wealth Advisors