Services
Financial Planning Services
- Item Number
- 177
- Estimated Value
- 1200 USD
- Sold
- 100 USD to Live Event Bidder
Item Description
Jason Bowers and David McCabe are both Financial Planners with Prudential Advisors in Finksburg, MD. They are donating one Comprehensive Financial Plan to a member of the local community and the surrounding areas. The Comprehensive Financial Plan is typically a fee based engagement and the fee is typically $1,200.
If you have multiple financial needs, you could benefit greatly from a comprehensive plan and from professional assistance in helping to build one.
When you develop a formal plan with a Prudential Financial Planner, you’ll get a deep and comprehensive look at your financial life, with customized strategies for your needs and goals. These strategies will not include specific product recommendations. So you can be sure the discussion is unbiased and centered on what matters most to you.
The areas that the Comprehensive Financial Plan will address are:
- Assessing Your Financial Situation: Tracking income and expenses, determining net worth, establishing an emergency fund
- Saving for Major Expenses: College, buying a house or car, developing a cash reserve for special occasions
- Retirement Planning: Estimating retirement income and expenses, determine the amount you need to save now to meet future retirement goals, estimating the value of government programs, identifying tax strategies to help minimize tax liabilities
- Investment Planning: Identify objectives and time table, assessing risk tolerance, develop an asset allocation, determine appropriate investment vehicles
- Tax Planning: Identify potential tax liabilities, tax-deferral strategies, keep informed of tax law changes
- Protection from a Financial Crisis: Ensure your family's ongoing financial needs, help to replace income in the event of a disability
- Estate Planning: Helping to provide a legacy to loved ones, establish a plan to distribute the estate, reduce estate taxes
Item Special Note
We serve clients in Maryland and the surrounding areas.
The financial planning process must begin before December 31, 2017.
Donated By:
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