Services
2 Hour Financial Planning Session
- Item Number
- 342
- Estimated Value
- 500 USD
- Sold
- 100 USD to jm676714c
- 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 college planning, retirement planning, maximizing stock options and managing inheritances for clients. Please contact nick@gerberkawasaki.com to coordinate the initial consultation. Consultation can be done in person or Skype.
Donated By:
River School PTA PS 281 stores data...
Your support matters, so River School PTA PS 281 would like to use your information to keep in touch about things that may matter to you. If you choose to hear from River School PTA PS 281, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so River School PTA PS 281 will keep your personal data secure and River School PTA PS 281 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.