Boston Scores – Boston Scores Holiday Auction
Auction Ends: Dec 11, 2019 11:59 PM EST

Services

Financial Planning Session

Item Number
169
Estimated Value
500 USD
Opening Bid
75 USD

Item Description

A financial planning consultation with an independent wealth and investment management firm. During your appointment, we 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 specializes in retirement planning, divorce planning, college planning, maximizing stock options and managing inheritances for clients. 

Item Special Note

Please note: The consultation can be done in person if local or over Skype/Facetime/Phone if needed.

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