Services
Comprehensive Financial Planning Analysis from Twelve Points Wealth Management
- Item Number
- 275
- Estimated Value
- 2500 USD
- Opening Bid
- 400 USD
Item Description
We all need help saving for the future. College costs are astronomical, having a cushion in case of emergency is necessary, and having enough for retirement is scary. Twelve Points Wealth Management of Concord, Massachusetts is pleased to sponsor the Burr School with a Financial Planning Analysis and Portfolio Review for one family including a comprehensive financial plan, a portfolio analysis and stress testing, insurance planning, and risk analysis. The value of these deliverables is between $2,500 to $3,500 depending upon complexity.
http://twelvepointswealth.com/
Item Special Note
All winning bidders will be charged a transaction fee of 10%, not to exceed $25 per bidder, to cover a portion of the auction & credit card transaction fees.
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