The ALS Association, MA Chapter – Swing for ALS
Auction Ends: Jun 9, 2014 05:00 PM EDT

Services

ProAdvice Financial Plan - New England Securities Corp. Value $1,500

Item Number
110
Estimated Value
1500 USD
Opening Bid
450 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

Item Description

This Financial Planning Package (worth $1,500) includes:

-  A minimum of two meetings with a qualified financial planner

- Identification of your objectives, priorities, risk tolerance and retirement income needs

-Analysis of investments and personalized portfolio recommendations

-A review of your legal documents and estate planning needs by one of Baystate Financial's attorneys

-A written plan with analysis and recommendations, delivered as a PDF.

Item Special Note

Certificate must be redeemed by June 1, 2015. The value may not be applied to any other product or service Please contact the planner directly at (401) 432-8826 to make an appointment.