Services
Retirement Income & Investment Review by Karen Melo, CFP, ADPA
- Item Number
- 106
- Estimated Value
- 500 USD
- Opening Bid
- 150 USD
Item Description
Karen Melo, CFP, ADPA specializes in retirement planning for business professionals and LGBT families.
This Retirement Income and Investment Review (value $500) includes:
- Two meetings with a qualified financial planner
- Identification of your retirement objectives, priorities, risk tolerance and income needs
- Analysis of investments and personalized portfolio recommendations
- Access to your own account aggregation website, Personal Financial View, for one year
Do you:
- Need some reassurance that you're on the right track?
- Want to check your accounts and strategies for "red flags" and opportunities for improvement?
- Looking for ways to reduce taxes and potentially leave a legacy?
Get answers to these questions and more!
Karen Melo, CFP, ADPA specializes in retirement planning for business professionals and LGBT families.
Item Special Note
This item can be picked up at the French-American School of Rhode Island, 75 John Street, Providence, RI 02906.
If you are unable to pick up the item, you are responsible for the shipping and handling fee, which will be added to the winning bid amount. Items will be shipped via USPS and billed at standard industry rates.
Please email us at giving@fasri.org with any questions. Merci!
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