Cambridge Financial Review (CFR)


Item Number: 125

Time Left: CLOSED

Value: $500

Online Close: Mar 20, 2008 10:00 PM EDT

Bid History: 0 bids

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Description

The Cambridge Financial Review (CFR) is designed for those with less complex financial planning needs, or those wishing to sample the benefits of non-biased financial planning and the fee-only approach. The CFR is not a comprehensive financial plan – but we will give you the best advice we can within a two-hour time frame.

This is a Live Event Item.

Special Instructions

This Cambridge Financial Review includes:

 

A two-hour meeting which may cover these topics, as time permits:

  • Review of Financial Life Cycle position
  • Retirement/Estate Planning Recommendations
  • Mutual Fund Recommendations
  • 401k/403b/TSA Pension Plan Review & Recommendations
  • Setting up an Investment Account, IRA or SEP
  • Review of prior year tax returns for missed deductions
  • Tax planning for current year
  • Recommendation of Comprehensive Financial Strategy
  • Planning Issues for the Self-Employed
  • Planning Issues for Real Estate Investors
  • Other related topics (sent in ahead of time)

Donated by

Cambridge Cape Cod Advisors