Comperhensive Financial Plan
Item Number: 820
Time Left: CLOSED
Value: $500
Online Close: Nov 2, 2019 9:00 PM PDT
Bid History: 0 bids
Description
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 and implement a customized financial plan - Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more
This Live Event Item offers Absentee Bidding.
Donated by
Mike Baker