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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