Services
Comprehensive Financial Plan
- Item Number
- 904
- Estimated Value
- 2000 USD
- Sold
- 250 USD to sweiss999
- Number of Bids
- 1 - Bid History
Item Description
Like many people, you probably have enough responsibility without the burden of mapping a route to retirement or other long-term goals. A financial plan gives you the freedom to relax, knowing you have prepared for the future, so you can turn your attention to more enjoyable things.
The winner of this auction will receive a comprehensive financial plan from the Runnymede Capital Management team. Your financial analysis includes a personalized financial plan; the first step toward appropriately addressing your financial future. Your personalized and comprehensive plan offers you strategies for managing your financial life, from net worth and asset protection to retirement and estate planning. Clients have the sole responsibility for deciding whether, and how, to implement any aspect of the financial plan.
Runnymede is an independent investment firm that manages investment portfolios of institutions (Taft-Hartley, captive insurance, public pension fund, corporate, non-profit) and high-net-worth individuals. Since 1993, our priority has been to do the right things for our clients by providing objective advice, actively managing their investment portfolios, and preserving assets during financial hurricanes. Runnymede professionals protected client assets from the major bear markets of 1987, 2000 and 2008. For more information, please visit www.runnymede.com.
Item Special Note
This plan must be completed within 1 year of auction close. If the winning bidder lives within 50 miles of NYC, the plan includes an in person consultation to discuss and review the plan recommendations. If the winning bidder does not live within 50 miles of NYC, consultation will be conducted via conference call.
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