SHOES FOR THE HOMELESS INC – Shoes for the Homeless 2019 Auction
Auction Ends: Mar 15, 2019 09:00 PM PDT

Services

2 Hour Financial Planning Session

Item Number
114
Estimated Value
500 USD
Sold
100 USD to mkb6af850
Number of Bids
1  -  Bid History

Item Description

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.

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