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.
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