Consultation with Wealth Manager


Item Number: 350

Time Left: CLOSED

Value: $750

Online Close: Apr 25, 2021 9:00 PM EDT

Bid History: 3 bids - Item Sold!

Description

One Hour Wealth Management Consultation with Five Star Wealth Manager, Laura Schilling, CFP, CSA, JD, CPA, CFF.


Client chooses what the consultation topic(s) will include (insurance, investments, estate planning, 401K and anything else financial they wish to discuss).


https://www.financialinnovations.biz/


 

Donated by

Financial Innovations LLC