Services
Financial Planning
- Item Number
- 195
- Estimated Value
- 2000 USD
- Opening Bid
- 200 USD
Item Description
Elizabeth McVittie, CFP®, owner of McVittie Financial Advisors, will walk you through your company’s plan, the investment options, and the plan details to help you maximize this potentially powerful investment tool. Elizabeth has almost 14 years of investment advisory experience. She advises 401(k) and 403(b) plan providers as well as families, individuals and small business owners and is willing to put that knowledge to work helping you navigate your company’s retirement plan.This opportunity includes two 1-hour meetings: The first to review your company’s plan details (employer contributions, employee limitations, investment options and annual limits) and discuss your goals and risk tolerance. The second meeting focuses on how to take best advantage of the plan including the presentation of investment recommendations.
Donated By:
Elizabeth McVittie
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