Services
Financial Planning Session 2 hours
- Item Number
- 335
- Estimated Value
- 500 USD
- Sold
- 50 USD to meb5d8598
- 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.
Item Special Note
To the Winning Bidder: Please keep the auction receipt for this item with your tax records to substantiate your contribution(s) to Berwick Academy. Federal tax law requires 501(c)(3) organizations, like Berwick Academy, to indicate if goods or services have been provided in exchange for your contribution(s). A good or service has been provided, therefore if the contribution(s) exceeds the estimated retail value of the item(s), you may be entitled to a tax deduction, within the limits otherwise prescribed in the Internal Revenue Code. Please consult your tax professional or the Internal Revenue Service for further guidance.
Berwick Academy Parent Community stores data...
Your support matters, so Berwick Academy Parent Community would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Berwick Academy Parent Community, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Berwick Academy Parent Community will keep your personal data secure and Berwick Academy Parent Community 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.