Worcester Chamber Music Society – Fiesta! Celebrating Five Years of Neighborhood Strings
Auction Ends: Jun 25, 2017 11:59 PM EDT

Services

financial Planning Consultation

Item Number
113
Estimated Value
500 USD
Opening Bid
167 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

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@gerberkawasaki.com to coordinate the initial consultation.

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