Comprehensive Financial Plan for A Family or Individual
- Item Number
- Estimated Value
- $2,500 USD
- Opening Bid
- $200 USD
Comprehensive Financial Planning Package offered by Joe Conlan of Parent Financial.
The Planning Package will consist of an objective review and recommendations with six components: Financial Position, Protection Planning, Investment Planning, Tax Management, Retirement Planning, and Estate Planning.
For more information, please go to http://www.parent-financial.com/
Item Special Note
- Business plans and plans with complexity that would normally cost more than $2500 cannot be fully covered by this auction prize.
- There is no obligation by the Winning Bidder to purchase any additional services.
- This offer is valid for new and already existing customers.
- Winning bidder will be given contact information for Joe Conlan and will forward the BiddingForGood 'winning bidder email' to Joe Conlan to coordinate the first appointment.
- Winning bidder should contact Mr. Conlan as soon as possible (no later than the end of April 2020) to mutually agree on the first meeting date to begin the consultation.
- Meeting location: Boston, Belmont, nearby towns, or by mutual agreement.
Foundation for Belmont Education stores data...
Your support matters, so Foundation for Belmont Education would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Foundation for Belmont Education, we may contact you in the future about our ongoing efforts.