Services
Personal Financial Consult with Organizer from Provident Financial Group of the Carolinas
- Item Number
- 252
- Estimated Value
- 450 USD
- Sold
- 180 USD to LaurieCaliff
- Number of Bids
- 5 - Bid History
Item Description
Finally, all your important papers and documents in one place! Laura C. Collins, an Investment Advisor Representative with Provident Financial Group of the Carolinas, will provide 2 hours of consultation time and a Personal Financial Binder.
Consultation time may include review of all applicable topics including, but not limited to, wills, estate plan/trusts, investments, taxes, and insurance.
The binder includes a handy guide to show you how to manage all of life's most important documents. It lists where to keep them and how long to retain them. Tabs include: emergency contacts, estate plan, net worth statements, investments, titles and deeds, charitable giving plan, insurance, budget and cash flow management, and many more!
The recipient will receive the following valued at $450: personal financial organizer and 2 hours consultation time.
Item Special Note
Provident Financial Group of the Carolinas is located in Burlington, NC
Fees may apply if recipient's objective require servcies outside the scope listed above. Recipient is under no obligation to execute a financial plan. First appointment must be held within 90 days of award event.
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