Professional Services
Financial Planning: Two-Hour Consultation
- Item Number
- 512
- Estimated Value
- 350 USD
- Sold
- 150 USD to manhasset
- Number of Bids
- 3 - Bid History
Item Description
You are bidding on two (2) hours of financial planning consultation from a Mann grandparent who is a certified financial planner (CFP), investment advisor, and CPA/tax strategist.
Sallie Mullins Thompson CPA, PLLC provides financial services to closely held businesses, families, and individuals in the following areas:
- Accounting
- Business organization consulting
- Cash flow and debt tracking
- Payroll reporting
- College and retirement planning
- Legacy and asset protection
- Family risk management
The firm specializes in solutions that are (1) tailored exclusively for the requirements of each specific client; (2) priced within applicable budgetary constraints; and (3) offered with a 100% satisfaction guarantee.
Item Special Note
Tax return preparation is not included.
Expiration Date: December 31, 2018
Donated By:
Sallie Mullins Thompson
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