KPCW – 2019 Summer Pledge Drive & Online Auction
Auction Ends: Aug 23, 2019 06:00 PM MDT

Services

Saving Investors - Confidential Comprehensive Financial Plan & Copy of Bill Mullen's Book

Item Number
1908511
Estimated Value
1010 USD
Sold
340 USD to sl2a3b191
Number of Bids
1  -  Bid History

Item Description

Gift Certificate valid for One (1) Confidential Comprehensive Financial Plan and a Copy of Bill Mullen's New Book, The Four Tax Traps that Will Ruin Your Retirement

The Financial Plan consists of: detailed net worth statement and analysis, income tax projections, analysis of income and expense, projections of cash flow, and recommendations for income tax savings and improved cash flow. Additionally, Bill can provide risk management analysis, education expense and retirement planning, generic recommendations for asset repositioning, and calculations of federal edtate tax liability and recommendations for reducation of estate settlement costs, all consistent with state client goals and objectives.

Bill will meet face-to-face with the winning bidder at least twice for about one (1) hour each time.

Item Special Note

No cash value. No expiration date.