Other
2 Hour Financial Planning Session
- Item Number
- 203
- 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 to review your current financial situation and insurance analysis & develop a customized financial plan that fits your needs. This meeting can be done in person or over Skype if needed. 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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