Hively – Bay Area Fun
Auction Ends: Aug 14, 2018 10:00 PM PDT

Services

Comprehensive Financial Planning Consultation

Item Number
192
Estimated Value
500 USD
Opening Bid
169 USD

Item Description

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. • Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more.

Donated By:

Mike Baker