Services
Comprehensive Financial Plan from a Certified Financial Planner
- Item Number
- 150
- Estimated Value
- 1500 USD
- Sold
- 250 USD to Spokenword
- Number of Bids
- 1 - Bid History
Item Description
Your comprehensive financial plan will be based on your financial goals and address the topics of retirement, taxes, college funding, estate planning, debt management, insurance, budget/cash flow and any other financial concerns you may have. Includes 2 to 3 meetings with a Certified Financial Planner. The first meeting will be to discuss your goals and gather your financial information and the second meeting to present your detailed financial plan. For more information about Alpha Omega Group please see their website at www.aog-inc.com.
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