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Auction Ends: Dec 6, 2020 08:00 PM EST

Services

Retirement & Investment Analysis

Retirement & Investment Analysis

Item Number
207
Estimated Value
1500 USD
Opening Bid
500 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. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team focuses on working with healthcare providers, business professionals and the LGBTQ community

Item Special Note

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 must contact us directly to book an appointment. Your analysis is to be completed within one year of the charity event for which this was donated.

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