Team Molly Mae – Team Molly Mae Fundraiser
Auction Ends: May 6, 2017 01:45 PM CDT

Services

Financial Planning Consultation

Item Number
217
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.

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