Best Buddies in Hawaii – Best Buddies Life Is Sweet 2017
Auction Ends: Nov 12, 2017 03:30 PM HST

Services

Financial Planning Consultation

Item Number
155
Estimated Value
500 USD
Sold
125 USD to jeffkallas
Number of Bids
1  -  Bid History

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 retirement planning, portfolio management, college planning, maximizing stock options and managing inheritances for clients. Please contact Nick to coordinate the initial consultation. Nick@gerberkawasaki.com - The consultation can be done over the phone/Skype if needed.

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