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
2500 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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