Services
Financial Planning Consultation
- Item Number
- 345
- Estimated Value
- 500 USD
- Opening Bid
- 165 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. Nick specializes in retirement planning, portfolio management, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done over the phone/Skype if needed.
Lomi Psychotherapy Clinic stores data...
Your support matters, so Lomi Psychotherapy Clinic would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Lomi Psychotherapy Clinic, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Lomi Psychotherapy Clinic will keep your personal data secure and Lomi Psychotherapy Clinic 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.