Services
Five Hours of Financial Planning Services From Balanced Rock Investment Advisors
- Item Number
- 131
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.
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