AIDS Legal Referral Panel – ALRP 2011 Online Auction
Auction Ends: Oct 17, 2011 11:59 AM PDT

Services

Financial & Investment Planning Session

Item Number
130
Estimated Value
$350 USD
Sold
$100 USD to Live Event Bidder

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

Nervous about the impact current economic conditions are having on your retirement savings? Need a financial plan to give you peace of mind? This item is perfect for you...

Tim P. Cooper, CFP is generously donating a One-Hour Consultation/Office Visit to discuss and review your comprehensive financial and Investment Plan!

Your consultation/analysis and plan will include:

  • Financial analysis overview
  • Net Worth Statement
  • Current asset allocation
  • Stock portfolio review
  • Ideas for reducing income taxes
  • Asset allocation strategy
  • Cash flow analysis
  • Wealth accumulation table
  • Survivor income projections
  • Estate planning strategies

Get help navigating the rocky waters of the current economy as well as the years ahead. Your retirement lifestyle depends on how well you plan for the future!

Special Instructions

This auction item includes a One-Hour Financial Consultation with Tim Cooper, CFP, after which Tim will prepare and deliver to you a Financial Analysis/Plan based on the information provided during your initial consultation.

Initial one-hour consultation meeting must take place by October 19, 2012 (within one year of ALRP auction on 10/19/11).

Tim Cooper is a Certified Financial Planner and a member of the Financial Network Investment Corporation. His office is located at 550 California Street, Suite 700, in San Francisco.

*Additional consultation and planning is subject to additional fees.

We would like to thank our sponsors....

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