Foundation for Belmont Education – FBE 2020 - 21st Annual Spring Fundraiser
Auction Ends: May 10, 2020 10:00 PM EDT

Services

Comprehensive Financial Plan for A Family or Individual

Item Number
111
Estimated Value
$2,500 USD
Opening Bid
$200 USD

Item Description

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. 

 

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