Summit Land Conservancy – Bid fo Bonanza: Leadership Park City
Auction Ends: Jun 4, 2017 11:59 PM MDT

Services

Financial Planning Consultation

Item Number
336
Estimated Value
500 USD
Opening Bid
150 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. This company is California based and can provide this service remotely.

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