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

Services

Retirement and Investment Analysis

Item Number
309
Estimated Value
$1,200 USD
Opening Bid
$100 USD

Item Description

Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient?

This financial analysis package is for two meetings (via web conferencing) with a CERTIFIED FINANCIAL PLANNER? practitioner.

The package includes:

- identification of retirement objectives

- projections of needs and resources

- personalized investment portfolio recommendations.

 

Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.

Item Special Note

Rules and Restrictions:

  • Implementation of recommendations can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis.
  • This offer is not available to current or past Planning for Good or Baystate Financial clients.
  • We will gladly meet with you at any of our Massachusetts or Rhode Island offices or via web conferencing.
  • Winner will be given information to contact Planning for Good directly to book an appointment.
  • Date and time of the meetings is by mutual agreement.
  • Your analysis is to be completed by March 14, 2021

 

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 501 Wampanoag Trail, #200, E. Providence, RI 02915.

Planning for Good® and the puzzle heart logo are registered trademarks. Copyright © 2019 by Karen Melo Ticas, CFP®, RICP®. All rights reserved. CRN202103-245102

Donated By:

We would like to thank our sponsors....

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