Services
Financial Planning Consultation
- Item Number
- 601
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
Item Description
A financial planning consultation with an independent wealth and investment management firm. During the consultation we will review your current financial situation, prioritize your financial goals and customize a financial plan to suit your needs. Eric specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients. Please contact Eric to coordinate the initial consultation.
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