Services
Comprehensive Financial Planning and Investment Review from RS Crum Inc.
- Item Number
- 323
- Estimated Value
- 3000 USD
- Sold
- 250 USD to Live Event Bidder
- Number of Bids
- 5 - Bid History
Item Description
For many parents, managing personal finances can be an overwhelming task and concerns about the future can create a lot of anxiety. RS Crum helps clients make sound financial decisions, accumulate and preserve wealth, and pursue financial goals without the burden of financial stress.
RS Crum professionals will meet with you and provide a confidential, comprehensive analysis to include the following: Investment account and 401(k) portfolio review, cash flow and net worth review, college and retirement savings analysis, estate planning consultation and recommendation, risk management/insurance assessment and recommendations, spousal and family financial communication tips.
Certificate expires April 15, 2017.
Donated By:
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Kate Bransfield
Cast It Systems