Services
Financial Planning Session
- Item Number
- 104
- Estimated Value
- 500 USD
- Sold
- 50 USD to mv19fe61e
- 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.
Financial planner is based out of LA, so consultation can be done over Skype/Facetime/Phone. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the initial consultation.
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