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.
The Parmenter Foundation stores data...
Your support matters, so The Parmenter Foundation would like to use your information to keep in touch about things that may matter to you. If you choose to hear from The Parmenter Foundation, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so The Parmenter Foundation will keep your personal data secure and The Parmenter Foundation will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.