Ipswich Bay Advisors Comprehensive Financial Plan - Value $1200
Item Number: 404
Time Left: CLOSED
Description
Ipswich Bay Advisors
Ipswich Bay Advisors will provide a customizable financial plan based on your goals and objectives in any and all of 12 Wealth Management Catagories (see below). They will meet with you privately to discuss your personal goals and how they rank in order of priority. They will then prepare a sophisticated Financial Plan to address things like education funding, retirement planning and estate planning. Though this process they will identify the gaps in your current financial plan. They will then meet with you again to present their recommendations to help you achieve your goals.
12 Wealth Management Catagories
- Investment Planning
- Risk Management and Insurance Planning
- Banking and Credit Management
- Retirement Planning
- Executive Compensation
- Business Succession Planning
- Planning for Incapacity
- Education and Family Support
- Charitable Giving
- Titling and Beneficiary Designations
- Estate Planning and Distribution
- Tax Planning
Special Instructions
This item will only be available online and not at the live auction. Bid now!!!
Items will be available for pickup after May 12th. If you need an item mailed, contact Kristin Sleeper at kristinsleeper@outlook.com.