Services
Prudential Holistic Financial Plan with Robert Hirt
- Item Number
- 156
- Estimated Value
- 2500 USD
- Opening Bid
- 1250 USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to TRICOLORE COMMITTEE (tax ID 522095542) on behalf of the winner.
Item Description
This Prudential Holistic Financial Plan with Robert Hirt includes :
- Cash Flow Analysis
- Investment Analysis
- Estate Planning
- Insurance Review
- Ongoing Monitoring
About Prudential and Robert Hirt
For more than 140 years, Prudential Financial has helped individual and institutional customers grow and protect their wealth. We are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies.
Robert Hirt is in his eleventh year in the financial industry and his third year with Prudential Advisors, Mid-Atlantic Financial Group. He is a Financial Planner with the group and prides himself in supporting his clients make sound financial decisions through comprehensive financial planning and investment strategies. His clients have found tremendous value in his high touch service model to ensure they are not overlooking any aspects of financial planning and capitalizing on opportunities as they arise.
No matter where you are in life – just starting out, providing for a family, or planning for retirement – having a clear financial path can help give you confidence for the future. Let’s create a strategy that can help you meet your goals and overcome your challenges.
Call us today to get started. Our conversations may focus on these financial topics:
Asset protection and risk management
• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance
Investment and retirement planning needs
• Annuities
• IRAs and Educational IRAs
• Mutual Funds
• Managed Money Accounts
• SIMPLE IRAs and 401(k)s
Business planning needs
• Business Continuation Funding
• Executive Compensation Funding
• Key Person Insurance
• Non-Qualified Deferred Compensation
• Group Benefits
Additional support
• Financial Planning
• Asset Management
• Estate Planning Strategies
Item Special Note
Onsite Pick up. At the end of the Bastille Day Event, please come pick up your item at the silent auction pick up table.
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