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.
Donated By:
Mid Atlantic Center for the Arts & Humanities stores data...
Your support matters, so Mid Atlantic Center for the Arts & Humanities would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Mid Atlantic Center for the Arts & Humanities, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Mid Atlantic Center for the Arts & Humanities will keep your personal data secure and Mid Atlantic Center for the Arts & Humanities will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.