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.
Donated By:
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