Services
Retirement and Investment Analysis
- Item Number
- 307
- Estimated Value
- 1500 USD
- Opening Bid
- 500 USD
- Next Minimum Bid
- USD
The winning bid will go to FrontStream Global Fund (tax ID 26-3265577), a 501c3 nonprofit organization, which will send the donation to CAPE CORAL FRIENDS OF WILDLIFE INC (tax ID 061694487) on behalf of the winner.
- Time Left
- 34d 1h
- Online Close
- 2026-03-01 23:55:00.0
Item Description
Make decisions with confidence, with a virtual financial analysis at your convenience! Looking for a second opinion? This financial analysis package is for two meetings (via web conferencing) with a qualified CERTIFIED FINANCIAL PLANNER practitioner. It includes the identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. We specialize in retirement planning for busy professionals and the LGBTQ community.
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 Zoom. 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 Good® and the puzzle heart logo are registered trademarks. All rights reserved.
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Your privacy is important to us, so CAPE CORAL FRIENDS OF WILDLIFE INC will keep your personal data secure and CAPE CORAL FRIENDS OF WILDLIFE INC 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.
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