Siegel/Yocum Asset Management - College Savings Analysis (Total of 1 1/2 Hours)
Item Number: 30
Time Left: CLOSED
Value: $265
Online Close: Apr 10, 2009 7:00 PM PDT
Bid History: 0 bids
Description
Siegel/Yocum Asset Management, LLC is a Registered Investment Advisory firm headquartered in Scottsdale, Arizona. Richard Siegel and Gregory Yocum, the co-founders of Siegel/Yocum Asset Management, LLC both hold the designation of Certified Financial Plannerª and have a combined 23 years of industry experience.
Special Instructions
The winning bidder will be entitled to a 1 1/2-Hour
College Planning Consultation.
This includes the following:
1) A data gathering meeting to review the goals of your child’s college education.
2) We will develop a detailed savings analysis to determine whether you are on track to meet your education funding goals.
3) Recommend an asset allocation along with an appropriate college savings vehicle to help you achieve your objectives.
We have a combined 23 years of industry experience, and strive to build strong working relationships with all clients. The personalized level of attention our clients receive is the cornerstone of our business, and because we are a fee-only firm, we act in our clients’ best interests. We receive no third-party compensation, and all recommendations are completely unbiased.