Dunn School – The Journey of a Lifetime Gala - Havana Nights
Auction Ends: Mar 18, 2017 07:30 PM PDT

Services

Financial Planning Consultation

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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