The Clinton School Parents Association – 2017 Clinton Second Chance Auction
Auction Ends: Jun 3, 2017 10:00 PM EDT

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

gerberkawasaki.com

Item Special Note

Expires May 21, 2018

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