Services
Comprehensive Financial Plan / Retirement Plan by Morgan Stanley Consultant
- Item Number
- 1018
- Estimated Value
- 1500 USD
- Opening Bid
- 75 USD
Item Description
3 hours Financial Plan Consulting by our Certified Financial Planner CFP®
Comprehensive Financial Plan / Retirement Plan and Lifestyle Analysis. This Financial Plan encompasses your personal & business investments, insurance, healthcare & educational planning needs. You will also receive help assessing your estate planning needs, pension & Social Security options, retirement goals & lifestyle analysis today & in the future. A Morgan Stanley Certified Financial Planner CFP® will work with you to develop and advise you on your financial plan.
Expires November 30, 2018. Fully transferable to another party.
Donated By:
Morgan Stanley
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