Financial Planning Consult - COMPREHENSIVE!


Item Number: 265

Time Left: CLOSED

Value: $500

Online Close: Jul 18, 2009 10:00 AM PDT

Bid History: 1 bid - Item Sold!

Description

Advice on Net Worth Analysis, Assett Allocation, Retirement Planning, estate Planning, Education Funding, Employee Stock Options, Insurance .


Its never too late or too early to begin the finanical planning process!  A complimentary meeting and advising session for you!

Special Instructions

Donated by Nelson Maler,


Second Vice President - Wealth Management, MorganStanley/SmithBarney


The Guild Building


1867 Williams Highway


Suite 209


Grants Pass, OR


541-244-2609

Donated by

Nelson Maler