Professional Services
Financial Planning Session
- Item Number
- 218
- Estimated Value
- 750 USD
- Opening Bid
- 250 USD
Item Description
A 2 hour financial planning consultation with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. Nick specializes in retirement planning, college planning, maximizing stock options and managing inheritances for clients. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.
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