Financial Planning Consultation

Item Number: 117
Time Left: CLOSED
Value: $400
Online Close: Nov 6, 2008 8:00 PM EST
Bid History: 0 bids
Description
Meet with financial planner Rebecca Walsh to review your financial plan or to get started on creating a plan. The Financial Consultation service consists of a two- to three-hour meeting during which we will review your current situation and discuss what your next steps should be. Ms. Walsh can answer questions regarding your investments, insurance, taxes, education and retirement funding, and estate planning. Contact Ms. Walsh at (802) 316-4200 to set up your appointment.
Special Instructions
Walsh Financial Planning is a Registered Investment Adviser in the State of Vermont. You must be a resident of Vermont to receive services from Walsh Financial Planning.
Winning bidder's contact information will be given to Rebecca Walsh so that she may contact you regarding your appointment.