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
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 to coordinate the initial consultation. Consultation can be done in person or Skype.

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