Temple Israel of Sharon – Sharon Brotherhood Auction 2012
Auction Ends: Mar 4, 2012 09:00 PM EST

Services

Complete Personal Portfolio Review

Item Number
12325
Estimated Value
850 USD
Opening Bid
250 USD

Item Description

Complete Personal Portfolio Review

With all of the recent changes in our economic world, many of us have lost touch with where our investments stand compared to where they should be. Studies have shown the importance of a prudent approach toward long-term investing, which should include a periodic review of all assets, insurance, debt obligations, and objectives. As a Financial Advisor with Trilogy Financial Services, Ari Goodwin will apply the company's award-winning tools in order to assess your current situation, and include general advice on moving forward. No additional purchases are necessary to benefit from this analysis.

Donated By:

Ari Goodwin