MPAK – The 5th Annual MPAK Fundraising Gala
Auction Ends: Nov 2, 2019 09:00 PM PDT

Services

Comperhensive Financial Plan

Item Number
820
Estimated Value
500 USD
Opening Bid
200 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding. Absentee Bidding offered.

Item Description

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 and implement a customized financial plan - Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more

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