Customized Financial Planning Session
Item Number: 115
Time Left: CLOSED
Value: $500
Online Close: Jun 27, 2019 10:00 PM EDT
Bid History: 0 bids
Description
A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the meeting.
Nick Licouris is an Investment Advisor Representative with Gerber Kawasaki. He specializes in college planning, retirement planning, divorce planning, maximizing stock options and managing inheritances for clients.
Nick works to ensure your customized financial plan is working to achieve each of your goals, including education funding, home ownership, and life insurance. He focuses on helping education and technology professionals, business owners, families, and individuals build, manage and protect their assets.
Nick specializes in preparing for milestones. No matter your stage in life, he aims to ensure everything is in place for clients to feel confident in taking that “next big step."
The consultation can be done in person if local or over Skype/Facetime/Phone if needed.