PS 163 Manhattan, the Alfred E. Smith School – PS 163 Spring 2019 Auction
Auction Ends: Mar 21, 2019 09:00 PM EDT

Services

2 Hour Financial Planning Session

Item Number
414
Estimated Value
500 USD
Opening Bid
167 USD

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.

We are a new generation of financial advisors with a mission that is defined by three core principles: Fiduciary, Independence and Personalized advice. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances/trusts for clients. The consultation can be done in person if local in Los Angeles/Santa Monica or over Skype/Facetime/Phone if not.

Item Special Note

Contact donor via email to arrange mutually convenient time for consultation

Donated By:

We would like to thank our sponsors....

Gold

Silver

Bronze