Services
Financial Planning Consultation
- Item Number
- 181
- Estimated Value
- 250 USD
- Opening Bid
- 50 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.
Item Special Note
Please contact Nick to coordinate the initial consultation.
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