Services
3 Hour Personal Financial Checkup With a Fee-Only Financial Planner
- Item Number
- 298
- Estimated Value
- 450 USD
- Sold
- 135 USD to CathieClifford
- Number of Bids
- 1 - Bid History
Item Description
Do you wonder if you are saving enough to fund your retirement, or if you are on track for college expenses?
This is an opportunity for you to have a financial checkup with a professional fee-only financial planner. Areas we can cover include cash flow and debt management, college funding, retirement planning, investment allocation and selection, risk management, estate plans and taxes.* Or, if you have a particular financial concern or question, we can focus on that. You will receive a written report as part of the financial checkup.
Trillium Valley Financial Planning, LLC is an independent, fee-only financial planning firm, registered in the State of Oregon. We provide financial planning and investment advice services to individuals and families from all walks of life and in all phases of their life. We have no minimum asset or income requirements. You do not need to worry about a high-pressure sales pitch because we do not sell any products and we do not receive any commissions. Our compensation comes from client fees only. This frees us from the inherent conflicts of interest that come from selling products or receiving commissions. Thus, our focus is exclusively on what is best for you – our fiduciary duty is solely to you.
* Note: Tax, insurance and estate planning are within the context of the overall plan; a licensed tax specialist or CPA, insurance agent and estateplanning attorney, respectively must administer actual implementation.
http://www.trilliumvalleyfp.com/
Item Special Note
Item Pick-up
Items will be available for pick-up at Village Home's Westside Campus Tuesday, March 15th - Friday, March 18th from 10am - 3pm.
Shipping Available
Bidder is responsible for Shipping and Handling fee, which will be added to the winning bid amount. Items will be shipped via USPS and billed at standard industry rates.
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