Services
Retirement Plan Financial Assessment
- Item Number
- 192
- Estimated Value
- 1000 USD
- Sold
- 30 USD to lgb28315a
- Number of Bids
- 1 - Bid History
Item Description
Plan for your future with Personal Financial Advisor, Doug Simmang, of Turtle Creek Wealthcare! A $1,000 value!
- Consultation to discuss your retirement goals and priorities
- Goal and investment analysis
- Development of a custom plan
- Recommendation of an investment strategy to produce and protect the wealth needed to accomplish your retirement goals
- Coaching on financial issues so you can make informed decisions with comfort, confidence and clarity
Item Special Note
Must be used by January 31, 2015.
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