Services
3 hours of Financial Planning Services from Preferred Planning Concepts
- Item Number
- 122
- Estimated Value
- 450 USD
- Opening Bid
- 100 USD
Item Description
Preferred Planning Concepts, LLC provides comprehensive and personalized financial advice and services for individuals, professionals, and businesses.
Good towards 3 hours of financial planning services- free of cost or obligation.
May be used as a single session or over two sessions.
Services include:
Portfolio and asset allocation review
Retirement income planning
Estate review and legacy planning.
Item Special Note
Expires February 23rd, 2020
Certificate has no cash value.
Certified Investment Planner.
2800 S. River Road,Suite 240, Des Plaines, IL 60018
Donated By:
Todd Gilchrist
Northside Catholic Academy stores data...
Your support matters, so Northside Catholic Academy would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Northside Catholic Academy, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Northside Catholic Academy will keep your personal data secure and Northside Catholic Academy will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.