Burr PTO – Burr School 2017 Spring Auction
Auction Ends: Mar 18, 2017 08:00 PM EDT

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.

Thank you for helping with this and supporting our school.