American Citizens Abroad Global Foundation – American Citizens Abroad 2015 Auction
Auction Ends: Jun 14, 2015 11:59 PM PDT

Services

Wealth Plan & Investment Review

Item Number
120
Estimated Value
3000 USD
Opening Bid
1000 USD

Item Description

An initial 60-90 minute consultation to review the bidder's current financial situation and objectives.  We analyse the investments and cash flows in light of the stated goals.  We then prepare a wealth plan and a US-UK compliant investment proposition.  Finally, we schedule a follow-up 60-90 minute session to discuss our findings and how they can be implemented.

Tanager Wealth Management LLP
Bridewell Place, 9 Bridewell Place London EC4V 6AW UK

Item Special Note

Available to bidders residing in the United Kingdom.