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Financial Planning Session valued at $3,500
- Item Number
- 1165
- Estimated Value
- 3500 USD
- Sold
- 80 USD to mbfa78683
- Number of Bids
- 4 - Bid History
Item Description
David White & Associates is proud to offer the winning bidder a full Financial Planning Session with special emphasis on education savings and retirement planning.
Our credentialed and skilled Financial Professionals strive to build relationships with each client in order to provide guidance to help navigate today’s complex financial decisions. We use a synergistic approach to coordinating your tax, legal and wealth strategies while working closely with your attorneys and tax professionals. Our mission is to offer dedicated, creative and professional financial problem solving.
We provide many types of services and products including:
- Developing strategies to help you reach your goals and dreams.
- Creating a guide to help you navigate the investment markets and grow your portfolio.
- Helping to protect your assets against losses and uncertainties.
- Creating a plan to help you enjoy financial security during your retirement years.
Item Special Note
By placing a bid on this item, I accept the following terms & conditions:
I hereby accept the Item and understand that the PTA assumes no responsibility for the authenticity, condition, or validity of description of the Item. I understand that the value indicated for the Item is a good faith estimate of the value of the goods/services furnished. I further understand that all items are sold "as is", and that any restrictions noted related to the Item are nonnegotiable.
By purchasing this Item, I release the California State PTA, including all unit, council, and district PTAs and all of their officers, directors, members, volunteers, employees, and agents (collectively “the PTA”) and the Item donor, from any and all liability, claims, demands, actions and causes of action arising out of or related to the possession, redemption, participation in, or other use of the Item.
I am fully aware of, and assume all risks in connection with the possession, redemption, participation in, or other use of the Item.
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