Customized Financial Plan
- Item Number
- Estimated Value
- $500 USD
- Opening Bid
- $160 USD
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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