Services
Financial Planning Session
- Item Number
- 112
- Estimated Value
- 150 USD
- Sold
- 75 USD to Live Event Bidder
Item Description
One-Hour Consultation
Just starting out? If you are new to investing and retirement saving, this service will help you get started down the road to financial security.
This service will assist you with:
- Understanding and determining appropriate asset allocation.
- Evaluating your retirement savings account options.
- Calculating your savings goals.
Jonathan D. Thompson, CRPC®
To redeem this package please contact Jonathan Thompson
at (415) 652-6869
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