The Citadel Brigadier Foundation – 2018 Blue and White Bash
Auction Ends: Feb 7, 2018 03:00 PM EST

Services

Financial Planning Consultation

Item Number
240
Estimated Value
500 USD
Opening Bid
150 USD

Live Event Item

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

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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