Auction Ends: May 27, 2014 10:00 AM EDT

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Financial Planning Package worth $1,500 by Karen Melo, CFP, ADPA

Item Number: 161

Estimated Value: 1500 USD
Sold: 200 USD to pma38cade

Number of Bids: 4 - Bid History

Item Description

This Financial Planning Package worth $1,500 includes:

A minimum of two meetings with a financial planner

Identification of your objectives, priorities, and retirement needs

Analysis of investments and personalized portfolio recommendations

Review of your legal documents and estate planning by our attorney

A written plan with analysis and recommendations

Item Special Note

For more informaion on Karen Melo and her group go to

www.karen-melo.com

Donated By:

Karen Melo, CFP, ADPA

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