Services
Financial Planning Session
- Item Number
- 148
- Estimated Value
- 500 USD
- Opening Bid
- 200 USD
Item Description
The winner will receive a two hour financial planning session with an independent wealth and investment management firm. The appointment will include 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. This financial planner 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 and will be arranged my emailing the financial planner directly.
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