Services
Financial Planning Session (2 Hour)
- Item Number
- 2106
- Estimated Value
- 500 USD
- Opening Bid
- 167 USD
Item Description
Are numbers just not your thing? Or maybe they are and you just need a little help on the side getting organized! Well here's your chance to get your financial situaion in order with an experienced financial team of advisors, who have all the skills to take the guess work and angst out of it for you! Take this opportunity to get yourself organized in the finance department, and life will be just that much easier!
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.
Item Special Note
Winning Bidder will received item redemtion info via email with 72 hours of auction closing.
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