Services
Build a Personalized Financial Plan with Securian Financial
- Item Number
- 121
- Estimated Value
- 5000 USD
- Opening Bid
- 1600 USD
Item Description
Get the unique opportunity to work one-on-one with a seasoned financial advisor. Your personal advisor will establish your objectives and goals and then review your current financial status to provide analysis and recommendations. The advisor will examine your net worth, cashflow, retirement needs, asset allocation, insurance needs, and basic tax planning. You will receive detailed written reports and analysis.
www.securian.com
Item Special Note
This package includes:
- 2-3 meetings, depending on complexity, to be held in person or via video conference
Restrictions:
- Expires April 2020
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