Retirement and Investment Analysis

Item Number: 222

Time Left: CLOSED

Value: $2,000

Online Close: Jun 8, 2022 9:00 PM EDT

Bid History: 5 bids - Item Sold!


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 planner. 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.


Office: (877) 568-7526

Office: (877) KMT-PLAN

20 Cabot Blvd. #300

Mansfield, MA 02048

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.

Donated by

Karen Melo Ticas, CFP