Burlington Christian Academy – Burlington Christian Academy
Auction Ends: Apr 9, 2011 10:00 PM EDT

Services

Complete Financial Plan

Item Number
251
Estimated Value
1200 USD
Opening Bid
200 USD

Item Description

Laura C. Collins, an Investment Advisor Representative with Provident Financial Group of the Carolinas, will prepare a complete, comprehensive financial plan for the recipient of this award.

The plan will include a thorough review of all applicable topics including, but not limited to Wills, Estate Plan/Trusts, Investments, Taxes and Insurance.

The recipient will receive the following valued at $1200: 1 hour consultation meetings (up to 5), 6 hours research time, "From the Heart Journal", Personal Financial Organizer.

Item Special Note

Provident Financial Group of the Carolinas is located in Burlington, NC

Fees may apply if recipient's objective requires services outside the scope listed above.  Recipient is under no obligation to execute the plan.  First appointment must be held by July 30, 2011.

Donated By:

We would like to thank our sponsors....

Royal Sponsors