The Walden School – The Walden School 2011 Auction
Auction Ends: Aug 14, 2011 08:00 PM EDT

Services

Comprehensive Financial Plan

Item Number
283
Estimated Value
2500 USD
Opening Bid
800 USD

Item Description

There’s no better time to simplify your life and obtain the sense of comfort of knowing your family’s well being is secure! We will help you:

  • Assess your current financial situation
  • Establish realistic, reachable goals
  • Create a personalized Comprehensive Financial Plan, including Cash Flow Analysis, Risk Analysis, plus Retirement, Investment, Estate and College Planning
  • Construct a portfolio that maximizes your returns
  • Accumulate and preserve wealth
  • Minimize taxes during distribution and transfer of assets
  • Includes one year of services

 

Especially Critical Issues  for  Same Sex Couples and Single Parents  Will be Addressed!

Compliments of:

Dennis Nix

Financial Advisor

Mass Mutual Financial Group

San Francisco Bay Area Agency, LLC.

101 Montgomery Street, Suite 1300

San Francisco, CA 94104

415-743-1003

Insurance Representative of Massachusetts Mutual Life Insurance Company and affiliates Springfield, MA 01111-0001. Registered Representative of and securities products, investment advisory and financial advisory services offered through MML Investors Services, LLC., a MassMutual subsidiary. iSupervisory Office: 2121 N. California Boulevard, Suite 395, Walnut Creek, CA 94596, (925) 979-2320.  San Francisco Bay Area Agency, LLC, Robert B. Fakhimi, CLU, ChFC, CFP®, General Agent.

Donated By: