Retirement and Investment Analysis
Item Number: 292
Time Left: CLOSED
Description
This financial analysis package is for two meetings (via web conferencing) with a qualified CERTIFIED FINANCIAL PLANNER practitioner. It includes the identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations.
We specialize 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 auction close. 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.