Charles Sumner Elementary School – 2014 Bid for Our Kids!
Auction Ends: Oct 26, 2014 09:00 PM EDT

Services

Five Hours of Financial Planning Services From Balanced Rock Investment Advisors

Item Number
131
Estimated Value
750 USD
Opening Bid
250 USD  -  Item Has a Reserve

Item Description

Make your money work better for you with the experience of experts in the financial field.

Whether you’re looking for help from allocating your 401(k) account, figuring out the best way – and how much – to save for a child’s education, or a detailed financial plan that covers retirement planning, education savings, estate planning, charitable giving, and insurance needs, Balanced Rock Investment Advisors can help. They will analyze of your current plan and investments; recommend portfolio allocations and investments tailored to your risk tolerance and return requirements; or help you with any decision or circumstance that requires financial expertise.

Item Special Note

Terms and Conditions: The winner of this item must be 18 years or older and sign a financial planning agreement with Balanced Rock Investment Advisors, in accordance with Massachusetts law. The item may only be transferred with the express consent of Balanced Rock Investment Advisors.

Donated By: