Sequoia RIverlands Trust – Picnic for the Preserve: Kaweah Oaks 35th Anniversary Celebration
Auction Ends: May 10, 2018 10:00 PM PDT

Unique Experiences

2 Hour Financial Planning Session

Item Number
143
Estimated Value
$500 USD
Opening Bid
$150 USD  -  Item Has a Reserve

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

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.

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