ANDERSON HUMANE SOCIETY INC – The Garden Party
Auction Ends: Jun 14, 2019 12:00 AM EDT

Services

Customized Financial Plan

Item Number
144
Estimated Value
500 USD
Opening Bid
167 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

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. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation. Please note: The consultation can be done in person if local or over Skype/Facetime/Phone if needed.

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