The Parmenter Foundation – Parmenter Auction 2014

ELITE BENEFACTORS

LEGACY DONORS

CHAMPIONS OF CARE & CIRCLE OF FRIENDS

Auction Ends: May 1, 2014 08:00 PM EDT

Services

ProAdvice Financial Plan with Karen Melo

Item Number
111
Estimated Value
1500 USD
Opening Bid
500 USD

Item Description

A financial plan can help you make solid decisions about important financial objectives.

This financial planning package includes:

  • Identification for your objectives, priorities, risk tolerance and retirement income needs
  • At least two face-to-face meetings
  • Investment analysis and personalized portfolio recommendations
  • A review of legal documents and estate planning needs
  • A written plan with analysis and recommendations

 

Item Special Note

Redeem within one year of May 1, 2014. May not be applied to any other product or service.

Certificate may be picked up at The Parmenter Foundation - 400 Boston Post Rd, Sudbury, MA 01776 on Friday, May 2 from 2- 5 p.m. or Saturday, May 3 from 10 a.m. - 2 p.m. Or we will mail the certificate to winner at no additional fee. 

Donated By:

We would like to thank our sponsors....

ELITE BENEFACTORS

LEGACY DONORS

CHAMPIONS OF CARE & CIRCLE OF FRIENDS