American Boychoir School – Oh the Places We Go!
Auction Ends: May 14, 2017 09:00 PM AST

Services

Financial Planning Consultation

Item Number
623
Estimated Value
250 USD
Opening Bid
84 USD

Item Description

A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan. Nick specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients. Please contact Nick to coordinate the initial consultation.

Item Special Note

Donor is located in California.

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