The Foundation for Las Virgenes Schools – The Foundation for Las Virgenes Schools
Auction Ends: Jun 11, 2017 10:00 PM PDT

Professional Services

GERBER KAWASAKI - FINANCIAL PLANNING CONSULTATION

Item Number
350
Estimated Value
500 USD
Opening Bid
85 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 for college planning, retirement planning, maximizing stock options and managing inheritances.

gerberkawasaki.com

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