PS75 PTA – PS75 2019 Online Auction (Mar 14 - Mar 24)
Auction Ends: Mar 24, 2019 08:00 PM EDT

Services

Financial Planning Session

Item Number
491
Estimated Value
500 USD
Sold
100 USD to jf951f82b
Number of Bids
1  -  Bid History

Item Description

A 2 hour 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 or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.

Item Special Note

*  Not reviewed by PS 75 Auction Committee; submitted by donor directly.

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