Mid Atlantic Center for the Arts & Humanities – Cape May Music Festival Auction
Auction Ends: Jun 14, 2019 11:59 PM EDT

Services

Financial Planning Consultation

Item Number
102
Estimated Value
500 USD
Opening Bid
167 USD

Item Description

A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop and implement a customized financial plan. Nick specializes in college planning, retirement planning, maximizing stock options and managing inheritances for clients. Please contact nick@gerberkawasaki.com to coordinate the initial consultation.

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