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.
Item Special Note
Please contact nick@gerberkawasaki.com to coordinate the initial consultation. Consultation can be done in person or Skype.
Donated By:
Josiah Quincy School Association stores data...
Your support matters, so Josiah Quincy School Association would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Josiah Quincy School Association, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Josiah Quincy School Association will keep your personal data secure and Josiah Quincy School Association 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.