Services
Financial Plan - Individual or Family
- Item Number
- 111
- Estimated Value
- 450 USD
- Sold
- 103 USD to elcaminogirl
- Number of Bids
- 11 - Bid History
Item Description
Item #1 (Financial Plan for an individual or family)
Steve Hartel, an independent financial planner with Trilogy Financial Services, Inc., is offering a complimentary review for estate, tax and investment planning. Taking a holistic approach, Steve advises couples, families, and individuals, guiding wealth with prudent planning and years of collective wisdom and experience. Trilogy also has extensive knowledge in serving non-traditional couples, who face unique financial challenges. This review will consist of two private 60-minute meetings with Steve plus an additional hour of Steve’s analysis, for a total of three hours of Steve’s time. Approximate retail value: $450.
Item Special Note
Information about Steve Hartel
I deliver comprehensive financial plans utilizing investment management, tax planning, insurance protection, and estate planning for families, individuals, and businesses. I take the time to really listen to my clients and learn about their lives so that I can make meaningful recommendations to get their financial affairs in order.
I specialize in teaching business owners and families how to reduce their taxes, shelter more income, provide smarter insurance coverage, pay for college more affordably, invest more efficiently, protect their assets, and reach more of their financial goals.
Many so-called "financial advisors" just look at your investments, but that's only one piece of a good financial plan. I use a more holistic approach to help you achieve true financial independence. I define that as being the point where work becomes optional and retirement is affordable. Trilogy does not have any of its own products, so I can be 100% unbiased in my advice.
I am not product-focused, but if a product will fill a need or solve a problem, I have the following licenses: Life Insurance, Health Insurance, FINRA Series 7, FINRA Series 63, FINRA Series 66. In addition, I have my MBA in Finance. I have been in the financial services industry for over 14 years.
Isn't it time you got your financial house in order? Also makes a thoughtful gift for someone else you care about!
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