Services
2 Hour Financial Planning Session
- Item Number
- 143
- Estimated Value
- 500 USD
- Leading Bid
- 167 USD
- Number of Bids
- 1 - Bid History
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.
Item Special Note
A 3.4% processing fee will be applied to all winning bids.
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