Comprehensive Financial Plan for A Family or Individual
Item Number: 111
Time Left: CLOSED
Value: $2,500
Online Close: May 10, 2020 10:00 PM EDT
Bid History: 0 bids
Description
Comprehensive Financial Planning Package offered by Joe Conlan of Parent Financial.
The Planning Package will consist of an objective review and recommendations with six components: Financial Position, Protection Planning, Investment Planning, Tax Management, Retirement Planning, and Estate Planning.
For more information, please go to http://www.parent-financial.com/
Special Instructions
- Business plans and plans with complexity that would normally cost more than $2500 cannot be fully covered by this auction prize.
- There is no obligation by the Winning Bidder to purchase any additional services.
- This offer is valid for new and already existing customers.
- Winning bidder will be given contact information for Joe Conlan and will forward the BiddingForGood 'winning bidder email' to Joe Conlan to coordinate the first appointment.
- Winning bidder should contact Mr. Conlan as soon as possible (no later than the end of April 2020) to mutually agree on the first meeting date to begin the consultation.
- Meeting location: Boston, Belmont, nearby towns, or by mutual agreement.
Donated by
Joe Conlan