Services
Financial Planning Consultation
- Item Number
- 137
- Estimated Value
- 500 USD
- Opening Bid
- 125 USD
Item Description
A financial planning consultation with Nick Licouris at Gerber Kawasaki Wealth & Investment Management.
During your appointment, Nick will take a comprehensive overview of your financial situation:
- Review current financial situation and insurance needs analysis
- Discussion of goals and time frames along with risk tolerance assessment
- Develop a customized financial plan
- Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more
Item Special Note
Expires May 21, 2018
Donated By:
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