Customized Financial Plan Prepared For You

Item Number: 149

Time Left: CLOSED

Value: $1,200

Online Close: Dec 15, 2006 7:00 PM EST

Bid History: 1 bid - Item Sold!

Description

You are cordially invited to have a customized Financial Plan prepared for you, compliments of Key Private Bank. Their highly trained team of Certified Financial Planners, Certified Public Accountants, and attorneys provide custom, comprehensive planning solutions in the following critical areas: Education Planning, Net Worth Analysis, Retirement Planning, Estate Planning, Asset allocation analysis, Insurance/Risk Management,Tax & Cash Flow Projections, Executive Benefits & Compensation Planning.

Special Instructions

Pick up certificate at Junior Achievement office or JA will mail. Must be redeemed with Terry Linick- Financial Advisor, Vice President, Key Private Bank.

Donated by

Key Private Bank