Comprehensive Financial Planning from Lance Wexler at Nexus Wealth Advisors
Item Number: 139
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.
www.NexusWealthAdvisors.com
*Offer is for local, Santa Cruz County residents only.*
*Expires 12/31/2019.*
Special Instructions
Pick-up of purchased items will occur at the Siltanen Parking Lot in Scotts Valley; dates will be communicated via email once the auction closes. Current USPS postal shipping rates will be charged to the credit card on file for any gift cards/certificates that need to be sent out of town. Shipping is NOT available for any items other than gift cards/certificates.