Services
2 Hour Financial Planning Session
- Item Number
- I8
- Opening Bid
- 150 USD
Item Description
Get a check on our finances to prepare for your future with 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. Your advisor, Nick Licouris, specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances/trusts for clients.
Item Special Note
The consultation can be done in person if local or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at Nick@gerberkawasaki.com to coordinate the initial consultation.
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