Services
One (1) Family Wealth Planning Session (up to two hours)
- Item Number
- 032
- Estimated Value
- 1000 USD
- Sold
- 85 USD to cl4f4fc3d
- Number of Bids
- 1 - Bid History
Item Description
This gift certificate is good for your Family Wealth Planning Session (a $750 value) + $250 towards your Family's Estate Plan. This session (up to 2 hours) is designed for the purpose of getting your financial life well-organized, clarifying what you have and what you’ll need to ensure you live life responsibly and your loved ones feel well led and well-loved in the event something happens to you. And, if it turns out you need additional planning, you will receive a $250 discount on any Estate Plan.
Please call our office at 562.533.2022 or visit our website www.lungulawgroup.com to schedule your meeting for a Family Wealth Planning Session. We serve clients in the Los Angeles and Orange County areas and are located at 5320 E. 2nd Street, Suite 6 Long Beach, CA 90803. We look forward to meeting with you!
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