Services
David White & Associates - Financial Planning Session
- Item Number
- 12
- Estimated Value
- 3500 USD
- Sold
- 500 USD to bismuth6735
- Number of Bids
- 1 - Bid History
Item Description
Develop financial strategies to reach your goals and dreams! David White & Associates offers a full financial planning session with special emphasis on education savings and retirement planning.
Per David White & Associates, "Our credentialed and skilled Financial Professionals provide guidance to help navigate today's complex financial decisions. We use a synergistic approach to coordinate your tax, legal, and wealth strategies while working closely with our attorneys and tax professionals. Our mission is to offer dedicated, creative, and professional financial problem solving. We charge a one-time fee of $3500 to hire one of our advisors to create a full financial plan based on the client's needs. There is no charge for follow-up appointments. We are offering a full financial planning session or sessions to the winning bidder. This will include any services needed, from education planning (529 savings account, tax benefits for contributions, withdrawal restriction guidance, etc.) to retirement planning (addressing risk tolerance, ensuring they are maximizing their retirement plan options, 401K rollovers, ROTH/IRA options, setting up clients to reach their retirement plan goals) and everything in between."
Item Special Note
Certificate to be used within one year of receipt.
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