Services
Financial Plan
- Item Number
- 177
- Estimated Value
- 1050 USD
- Sold
- 80 USD to hm65e1bb3
- Number of Bids
- 7 - Bid History
Item Description
Certificate includes up to 7 hours of the following services from Tri-Star Trust Bank:
- A review and prioritization of your goals and objections
- A summary of your current financial situation, including a net worth and cash flow statement
- A review of your current investment strategy and recommended changes in asset allocation
- The development of a comprehensive retirement strategy
- A written financial plan will be presented to you and reviewed in detail. it will contain recommendations designed to meet your stated goals and serve as the guide for the action plan for implementation and will become your property upon its presentation to you.
Big Brothers Big Sisters of the Great Lakes Bay Region stores data...
Your support matters, so Big Brothers Big Sisters of the Great Lakes Bay Region would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Big Brothers Big Sisters of the Great Lakes Bay Region, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Big Brothers Big Sisters of the Great Lakes Bay Region will keep your personal data secure and Big Brothers Big Sisters of the Great Lakes Bay Region will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.