Financial planning Conference Call

Item Number: 313
Time Left: CLOSED
Online Close: Jul 29, 2009 12:00 PM EDT
Bid History: 2 bids - Item Sold!
Description
One 2 hour Financial Planning Conference Call with Tim Hampton of Merrill Lynch. Can also be used as a 2nd opinion investment portfolio review.
Tim is a Vice President - Financial Advisor and is a Portfolio Manager in the Personal investment Advisory™ program
Tim adheres to a disciplined process, with an emphasis on fully understanding who you are and what matters most to you. With this intimate knowledge about what you value most, Tim is able to help you establish objectives, develop an appropriate strategy and recomend solutions. He draws upon the breadth and depth of Merrill Lynch's investment, financial and banking options to connect all the pieces of your financial life. Tim can conduct regular reviews with you to help you monitor your progress toward reaching your goals and keeping your strategies consistent with any changes that may take place in your life and/or business.