A financial planning session 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. You will receive your own customized financial plan upon completion of the meeting. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done in person if local or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.
Carver Center Foundation stores data...
Your support matters, so Carver Center Foundation would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Carver Center Foundation, we may contact you in the future about our ongoing efforts.