Retirement and Investment Analysis
- Item Number
- Estimated Value
- $1,500 USD
- Opening Bid
- $500 USD
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 qualified financial planner. 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 clients. Meetings will be held via web conferencing. Recipient 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. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Planning for Good are separate entities. Planning for GoodŽ and the puzzle heart logo are registered trademarks. All rights reserved.
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