One (1) two-hour financial planning session with an independent CERTIFIED FINANCIAL PLANNER.

Nick Licouris specializes in retirement planning, employee stock options, college planning as well as inheritance/charitable giving. The goal for the session will to take an overview of your current situation and develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the session.

Please note: The sessions will be done over Zoom or Phone.

http://www.gerberkawasaki.com/