SUMMER SEARCH – The Associate Board Invites You to the Summer Search Soir??e auction!
Auction Ends: Feb 20, 2017 10:00 PM EST

Services

Investment Services and Financial Advising

Item Number
104
Estimated Value
1000 USD
Opening Bid
250 USD

Item Description

What is the probability that you will achieve your financial goals?  Are you saving enough?  How should you structure your investment portfolio?  Former Goldman Sachs analyst Matt Lambdin, CFA will provide you with objective and actionable answers to these and other questions in order to help you best position yourself for the future.  (Must be willing to work remotely.)

 

Item includes delivery of comprehensive financial plan and 6 months investment management services.