Louise S. McGehee School – McGehee Mambo
Auction Ends: Mar 24, 2019 09:00 PM CDT

Services

2 Hour Financial Planning Session

Item Number
328
Estimated Value
$500 USD
Sold
$50 USD to evf6f00f6
Number of Bids
1  -  Bid History

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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. 

Special Instructions

The consultation can be done in person if local if the person will be in the Los ANgeles area or over Skype/Facetime/Phone.  Winner must contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.

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