Services
Retirement Happens When You Plan
- Item Number
- 196
- Estimated Value
- 2500 USD
- Opening Bid
- 500 USD
Item Description
This is a great opportunity to meet with a Certified Financial Planner with HFI Wealth Management to review in detail options for your future with no obligations to invest or become a client.
This is a one-time engagement that will consist of the following:
1. Identify all of your unique Goals and select the Importance of each.
2. Identify the resources that will help fund your Goals.
• Income Sources
• Investment Assets
• Savings
• Other Assets
3. Determine the balance of Risk and Return that is right for you.
4. Create your personal Retirement Lifestyle Plan.
5. Review and discuss your Plan results.
• See how you’re doing now
• Determine how to get into your Confidence Zone
6. Implement your Action Items.
• Establish the proper savings strategy
• Implement an appropriate Asset Allocation strategy for your
Investment Portfolio
Item Special Note
It is up to the winning bidder to provide as much or as little information that they desire. If you have any questions about this great opportunity, please feel free to contact us by email and we will get you in touch with Tommy Stine, CFP who will be able to answer all of your questions.
HFI offers a free consultation to make sure the fit is right
for both the client and HFI as we limit the number of clients managed by each advisor. The winning bidder will not have to fit our client profile and the winning bidder will not be obligated to invest or become a client of HFI.
Donated By:
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