Professional Services
Financial Planning Consultation - "Get Your Plan in Order!"
- Item Number
- 803
- Estimated Value
- 1000 USD
- Opening Bid
- 334 USD
Item Description
Robin Silver Grace (Vice President-Wealth Planner) at Morgan Stanley Smith Barney in Waltham, MA was recently honored as a 2010 "Best of Boston" Five Star Wealth Planner and is a twenty-year veteran in the field. She will provide you with a complimentary consultation regarding your overall financial situation. She will provide a fresh review of your insurance coverages, investments, education planning discipline, retirement plan allocations/strategies, estate planning documents, and tax planning strategies! Timely topics that could also be touched upon would focus on the IRA/ROTH conversion option for 2010 and income planning for you and/or your parents. She will leave no stone unturned! A three hour consultation is included along with a written summary of recommendations to keep for your files.
Item Special Note
Must be redeemed by 04/11.
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