Services
Comprehensive Financial Life Plan
- Item Number
- 440
- Estimated Value
- 2500 USD
- Opening Bid
- 100 USD
Item Description
You will receive a gift certificate which entitles you to a Comprehensive Financial Life Plan
They will review your current financial plan and you will receive a formal financial plan for the future.
- RETIREMENT ANALYSIS
- ESTATE PLANNING ANALYSIS
- TAX STRATEGY ANALYSIS
- BENEFICIARY REVIEW
- INVESTMENT STRATEGY
- INSURANCE ANALYSIS
Walk away from your meeting knowing if you are on track to building and maintaining your dream and what to do if you are not on track.
The Comprehensive Financial Life Plan will be provided in a three-meeting process.
As explained by the donor: "The first meeting will focus on In-depth questions for the winner and significant other (if applicable) designed to help us thoroughly understand their needs and goals. At our second meeting, we will provide them with a detailed, written financial plan which will address all areas of their financial life including a retirement income analysis. In addition, we will provide a list of recommendations that they can implement to better secure their Financial Life Plan. The third meeting addresses our wealth management process."
Expiration Date: 12-31-2022
Item Special Note
The winning bidder can pick up the gift certificate at our Tucson Auction location or we will mail it.
ROTARY CLUB OF TUCSON FOUNDATION stores data...
Your support matters, so ROTARY CLUB OF TUCSON FOUNDATION would like to use your information to keep in touch about things that may matter to you. If you choose to hear from ROTARY CLUB OF TUCSON FOUNDATION, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so ROTARY CLUB OF TUCSON FOUNDATION will keep your personal data secure and ROTARY CLUB OF TUCSON FOUNDATION will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.