Westside Waldorf School – Westside Waldorf School Spring Auction
Auction Ends: Mar 30, 2019 03:00 PM PDT

Services

2-Hour Financial Planning Session

Item Number
129
Estimated Value
$500 USD
Opening Bid
$167 USD

Ask a question about this item.

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

Donated By: