Services
Customized Financial Planning Session
- Item Number
- 115
- Estimated Value
- 500 USD
- Opening Bid
- 200 USD
Item Description
A financial planning consultation with an independent wealth and investment management firm. During your appointment, we take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis. Discussion of goals and time frames along with risk tolerance assessment in initial consultation. Develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the meeting.
Nick Licouris is an Investment Advisor Representative with Gerber Kawasaki. He specializes in college planning, retirement planning, divorce planning, maximizing stock options and managing inheritances for clients.
Nick works to ensure your customized financial plan is working to achieve each of your goals, including education funding, home ownership, and life insurance. He focuses on helping education and technology professionals, business owners, families, and individuals build, manage and protect their assets.
Nick specializes in preparing for milestones. No matter your stage in life, he aims to ensure everything is in place for clients to feel confident in taking that “next big step."
The consultation can be done in person if local or over Skype/Facetime/Phone if needed.
The Quad Preparatory School stores data...
Your support matters, so The Quad Preparatory School would like to use your information to keep in touch about things that may matter to you. If you choose to hear from The Quad Preparatory School, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so The Quad Preparatory School will keep your personal data secure and The Quad Preparatory School will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.