Operation Kindness – 22nd Annual Canines, Cats & Cabernet
Auction Ends: Nov 9, 2014 11:00 PM CST

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.