Financial & Investment Planning Session
- Item Number
- Estimated Value
- $350 USD
- $100 USD to Live Event Bidder
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!
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.
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