Community Roots Charter School – 2019 CRCS Spring Fling
Auction Ends: Jun 1, 2019 09:30 PM EDT

Services

Customized Financial Plan

Item Number
244
Estimated Value
500 USD
Sold
240 USD to EvynBlock
Number of Bids
7  -  Bid History

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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