Jack L. Weaver Elementary - PTA – Post Carnival Second Chance Auction
Auction Ends: Oct 30, 2015 09:00 PM EDT

Services

Modern Wealth Advisors Comprehensive Planning

Item Number
117
Estimated Value
3000 USD
Opening Bid
500 USD

Item Description

In today’s modern world, navigating through the unpredictable financial markets can be overwhelming. Modern Wealth Advisors is more than your standard wealth management firm. We are an independent firm focused on providing wealth management for those seeking financial independence and a rewarding retirement. Our clients are both the up and coming, and the established and seasoned. Our mission is to help our clients manage life’s milestones. No matter what stage you are in life, our goal is to help you accumulate wealth, protect wealth, and build a legacy so you and your family can pursue your dreams. We strive to achieve this through a combination of comprehensive financial planning, innovative solutions, and cutting-edge technology, which are tailored to your individual needs and goals.

Modern Wealth is offering a Comprehensive Financial Plan which included 3 meetings and a detailed analysis and reports based on specific goals and objectives.

 

Modern Wealth is located in Costa Mesa, California.

Item Special Note

Gift cards will be mailed USPS at no cost. Bulky items and baskets will require additional charges if shipped. Please contact WeaverCarnival@gmail.com to arrange shipping immediately after auction closes. Please allow 7-10 days for shipping.

No returns unless item is damaged or not as described.