AIDS Care Ocean State – ArtBeat 2013
Auction Ends: Oct 23, 2013 10:00 AM EDT

Services

Financial Plan with Karen Mello CFP, ADPA

Item Number
159
Estimated Value
1500 USD
Sold
50 USD to keddyjb
Number of Bids
1  -  Bid History

Item Description

Creating a balanced future, with less stress and more freedom! 

Whether you want to begin saving for your retirement or you want to ensure financial security for your loved ones, going through the financial planning process with Karen Melo, certified financial planner® professional and accredited domestic partner advisor, can help you make solid decisions about these and other important financial concerns, such as:

  • Simplifying finances and getting organized
  • Investing and increasing your net worth
  • Saving for retirement and financial goals
  • Reducing the amount of taxes you pay
  • Transferring or protecting a business
  • Private school and college funding
  • Planning for blended families, domestic partners and the LGBT community

This financial plan includes: 

  • Identification of your goals, priorities, risk tolerance and money personality
  • A review of your legal documents and estate planning needs by one of our in-house attorneys
  • Access to our team of CPAs, investment managers and product specialists
  • A minimum of two face-to-face meetings with a qualified financial planner
  • A comprehensive written plan with analysis and recommendations
  • Annual reviews of your plan to ensure that you’re on track towards meeting your goals
  • Approximate value of $1,500

Item Special Note

Learn more at:

www.karen-melo.com

kmelo@oceanstatefinancial.com