NYC iSchool Parents Association – NYC iSchool 2019 Auction
Auction Ends: Apr 8, 2019 10:00 PM EDT

Services

Financial Planning Session

Item Number
248
Estimated Value
500 USD
Sold
167 USD to ewe337a4b
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. 

Item Special Note

Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.

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