Buker Elementary School – Buker in Bloom
Auction Ends: May 10, 2018 10:00 PM EDT


Ipswich Bay Advisors Comprehensive Financial Plan - Value $1200

Item Number
Estimated Value
$1,200 USD
$160 USD to l5650790
Number of Bids
5  -  Bid History

Item Description

Ipswich Bay Advisors

Ipswich Bay Advisors will provide a customizable financial plan based on your goals and objectives in any and all of 12 Wealth Management Catagories (see below).  They will meet with you privately to discuss your personal goals and how they rank in order of priority.  They will then prepare a sophisticated Financial Plan to address things like education funding, retirement planning and estate planning.  Though this process they will identify the gaps in your current financial plan.  They will then meet with you again to present their recommendations to help you achieve your goals.

12 Wealth Management Catagories

  1. Investment Planning 
  2. Risk Management and Insurance Planning
  3. Banking and Credit Management
  4. Retirement Planning
  5. Executive Compensation
  6. Business Succession Planning
  7. Planning for Incapacity
  8. Education and Family Support
  9. Charitable Giving
  10. Titling and Beneficiary Designations
  11. Estate Planning and Distribution
  12. Tax Planning

Special Instructions

This item will only be available online and not at the live auction. Bid now!!!

Items will be available for pickup after May 12th. If you need an item mailed, contact Kristin Sleeper at kristinsleeper@outlook.com.

Donated By:

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