Retirement and Investment Analysis
Item Number: 167
Time Left: CLOSED
Value: $1,500
Online Close: Jun 25, 2021 10:00 PM EDT
Bid History: 0 bids
Description
Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient? This financial analysis package is for two meetings (via web conferencing) with a CERTIFIED FINANCIAL PLANNERÂ practitioner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.
Special Instructions
Implementation of recommendations can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis. This offer is not available to current or past Planning for Good or Baystate Financial clients. Meetings will be held via web conferencing. Recipient must contact us directly to book an appointment. Your analysis is to be completed within one year of the charity event for which this was donated. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Mailing address: 501 Wampanoag Trail, #200, E. Providence, RI 02915. Planning for Good® and the puzzle heart logo are registered trademarks. Copyright © 2019 by Karen Melo Ticas, CFP®, RICP®. All rights reserved. CRN202203-262140
The Network/La Red has attempted to describe and catalog all items correctly, but all items are offered as is, where is. The bidder assumes all risks and hazards related to the auction and items/services obtained at the auction. Each bidder agrees to hold harmless from any liability arising there from the Network/La Red, its members and employees, the auctioneer(s), the auction company and its agents and employees, the event organizers, sponsors, and/or volunteers connected with the auction.