Lesbian & Gay Big Apple Corps – LGBAC Holiday Auction 2019
Auction Ends: Dec 15, 2019 07:30 PM EST

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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