Josiah Quincy School Association – Josiah Quincy Elementary School 171st Anniversary
Auction Ends: May 25, 2018 10:00 PM EDT

Services

2 Hour Financial Planning Session

Item Number
255
Estimated Value
$500 USD
Sold
$167 USD to thaf08f01
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. 

Special Instructions

Please contact nick@gerberkawasaki.com to coordinate the initial consultation. Consultation can be done in person or Skype.

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