Education and Retirement Analysis with Rene Rimlinger


Item Number: 365

Time Left: CLOSED

Value: $300

Online Close: Mar 25, 2009 8:59 PM PDT

Bid History: 1 bid - Item Sold!

Description

Need a solid plan for your future?  Turn to Rene Rimlinger for financial advice and planning!  This package will include an education funding analysis and plan for your children, a retirement analysis and plan for you and your spouse, and an initial consultation and follow up meeting to review our analysis and an education on potential solutions.


Rene Rimlinger’s focus is helping parents who have pre-college aged children .


 He provides all the services of Wealth Management, but initially tackles the most pressing concerns of our demographic;


 



  1. “We want our kids to go to most any college they choose and qualify for”

  2. “Some day, we want to decide how often we work - if at all, and afford to do something interesting with the rest of our time”.


 An Education and Retirement Analysis helps define the destination and is a travel guide.  A plan is choosing the mode of transportation, the route, and the stops along the way.  The rest is the hard part, packing, getting in the vehicle and staying on route – it takes focus and motivation.  Unfortunately it’s not a college road trip!



 


All information is completely confidential. No obligations.

 

Donated by

Rene Rimlinger