A financial planning consultation with independent wealth and investment management firm. During your appointment, they 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 Licouris specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. Please note: The consultation can be done in person if local or over Skype/Facetime/Phone if needed.
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