Work with Kit Leary, EHSI financial planner with Lighthouse Wealth Advisors to plan your long term financial goals.  You will complete an assessment that covers: debt management, college planning, insurance coverage, investment review, retirement planning and goals.  You will receive a report on your current status and recommendations related to these topics.  You will also receive risk tolerance and investment analysis.

Value: $1,500

Donated by: Kit Leary

kit.leary@lpl.com

952-679-6344

Winner of item will be put in direct contact with owner of auction item.