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 specializes in retirement planning for busy professionals and the LGBTQ community.
PLANNING for GOOD
Office: (877) 568-7526
Office: (877) KMT-PLAN
20 Cabot Blvd. #300
Mansfield, MA 02048
Item Special Note
Implementation of recommendations, if desired, 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.
Cambridge Montessori School stores data...
Your support matters, so Cambridge Montessori School would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Cambridge Montessori School, we may contact you in the future about our ongoing efforts.