Professional Services
2 Hour Financial Planning Session by Nick Licouris
- Item Number
- 1308
- Estimated Value
- 500 USD
- Opening Bid
- 165 USD
Item Description
You are bidding on a a 2 Hour Financial Planning Session with Nick Licouris. A financial planning consultant 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
Consultation can be in person or skype.
Donated By:
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