David White & Associates Financial Planning
Item Number: 9500
Time Left: CLOSED
Value: $3,500
Online Close: Feb 7, 2019 9:00 PM PST
Bid History: 0 bids
Description
David White & Associates is proud to offer a full Financial Planning Session with special emphasis en education savings, retirement, and long term care planning.
Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving.
We provide many types of services and products including:
• Developing strategies to help you reach your goals and dreams.
• Creating a guide to help you navigate the investment markets and grow your portfolio.
• Helping to protect your assets against losses and uncertainties.
• Creating a plan to help you
enjoy financial security during your retirement years.
Special Instructions
Expires one year from auction date February 7, 2019
All auction items will be available for pick up at Live Oak Elementary School in San Ramon. Winning bidders will be contacted with time/date for pick-up.
Donated by
David White & Associates