Comprehensive Financial Plan
Item Number: 317
Time Left: CLOSED
Value: $2,500
Online Close: May 21, 2022 10:00 AM EDT
Bid History: 0 bids
Description
A two-to-10-hour financial planning session(s) tailored to your interests, goals, needs, and wants with Erin Long, a CERTIFIED FINANCIAL PLANNERÂÂ, and Fred Baerenz, an Accredited Investment Fiduciary (AIF®). Fred and Erin will meet with you one-to-three times to present you with a fully individualized financial plan including retirement and goal planning, tax planning, estate planning, college funding analysis, and whatever else you and your family may need!
This Live Event Item offers Absentee Bidding.
Donated by
AOG Wealth