Services
Financial Plan for Retirement Professional guidance
- Item Number
- 113
- Estimated Value
- 2500 USD
- Sold
- 275 USD to blake10
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to TRICOLORE COMMITTEE (tax ID 522095542) on behalf of the winner.
- Number of Bids
- 1 - Bid History
Item Description
A Personalized Financial Plan Prepared by a CFP® Professional.
You will work with a CERTIFIED FINANCIAL PLANNER ™ professional from Craft Asset Management. Your financial planner will help you to map out your financial goals, work with you to identify all your relevant financial information, identify specific goals, and create a customized financial plan.
Your financial planner will utilize financial planning software to forecast future incomes, returns, probabilities of success, and identify areas of potential weakness to help strengthen your plan and put you on the best path for financial success. The financial areas which are covered include; retirement planning, a risk adjusted investment portfolio review, insurance analysis, college planning, and a review of estate plans and tax strategies.
You will come away with a detailed financial plan along with a list of suggested recommendations which can be implemented to increase the likelihood of your long-term financial success.
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