RETIREMENT AND INVESTMENT ANALYSIS
Item Number: 298
Time Left: CLOSED
Value: $1,500
Online Close: Jul 8, 2022 9:00 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 qualified financial advisor. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team specializes in retirement planning for busy professionals and the LGBTQ community.
Special Instructions
Implementation of recommendations, if desired, 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 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 offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Planning for Good are separate entities. Planning for Good® and the puzzle heart logo are registered trademarks. All rights reserved.
Winning bidder will not be assessed sales tax, however there is a 3.4% credit card processing fee.
Winning bidder will be responsible for actual shipping fees if item is shipped. Minimum shipping fee is $5.