North Bay Christian Academy – NBCA Auction & Fiesta
Auction Ends: Apr 22, 2016 08:30 AM EDT

Services

Financial Planning Session

Item Number
112
Estimated Value
150 USD
Sold
75 USD to Live Event Bidder

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

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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