Services
Comprehensive Financial Plan
- Item Number
- 317
- Estimated Value
- 2500 USD
- Opening Bid
- 800 USD
Item Description
A two-to-10-hour financial planning session(s) tailored to your interests, goals, needs, and wants with Erin Long, a CERTIFIED FINANCIAL PLANNERÂÂ, and Fred Baerenz, an Accredited Investment Fiduciary (AIF®). Fred and Erin will meet with you one-to-three times to present you with a fully individualized financial plan including retirement and goal planning, tax planning, estate planning, college funding analysis, and whatever else you and your family may need!
Donated By:
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