Hively – Bay Area and Beyond
Auction Ends: May 20, 2019 07:00 PM PDT


Financial Planning Consultation

Item Number
Estimated Value
$500 USD
Opening Bid
$89 USD

Item Description

A financial planning consultation 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. Nick specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. The consultation can be done in person if local or over Skype/Facetime/Phone if needed. Please contact Nick Licouris at coordinate the initial consultation.

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