Financial Planning Session
Item Number: 218
Time Left: CLOSED
Value: $750
Online Close: Aug 13, 2018 8:00 PM EDT
Bid History: 0 bids
Description
A 2 hour financial planning consultation with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review current financial situation and insurance analysis & develop a customized financial plan that fits your needs. Nick specializes in retirement planning, college planning, maximizing stock options and managing inheritances for clients. Please contact Nick Licouris at Nick@gerberkawasaki.com coordinate the initial consultation.
Donated by
Nicholas Licouris