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Paw Placement Animal Rescue – Trail Trek 2009
Auction Ends: Mar 26, 2009 08:00 AM EDT

Business

Financial Planning Session

Financial Planning Session

Item Number
137
Estimated Value
2000 USD
Opening Bid
500 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

Will I be eating filet mignon or sharing the cat’s food during retirement?

Can I afford doggy day care AND save for retirement?

If I were to die today, who would take care of my children (including the furry variety)?

The financial plan is designed to answer these questions (and help provide peace of mind). We start with a review of the client’s current situation.

Next, we discuss their goals, desires, wishes and values. In other words, where do they want to be in the future?

Finally, we develop a plan with actionable steps that will increase the probability of meeting their individual goals.

A plan will address the following (where appropriate):
Review of goals, objectives and values
Cash flow planning
Emergency fund requirements
Retirement Income analysis
Investment review and recommendations
Tax planning, Education planning Risk management
Life and Disability planning recommendations
Long Term Care planning recommendations
Estate Plan recommendations

This plan is a financial guide for the participant. It is written as an objective, actionable document. This plan is designed to allow the client to implement on their own. It is not a sales tool for any product. We do not sell any commissioned based products.

Item Special Note

Bob Burger, CFP®

 

 

 

  Bob Burger, CFP®, CDFA

   Professional Biography

 

Bob Burger joined the Perspective Financial team as a financial advisor, bringing a combination of professional experience in operations, portfolio and client relationship management to the firm.

Most recently, Bob worked as operations manager and portfolio manager for Miller/Russell & Associates. Prior to that, he had his own firm – Disciplined Investments, LLC – and also worked for Keats, Connelly & Associates and Charles Schwab. He started his career in 1995 and has a degree in economics from the State University of New York at Buffalo. He is a Certified Financial Planner practitioner, as well as a Certified Divorce Financial Analyst.