WESTSIDE NEIGHBORHOOD SCHOOL – 2022 Luminous Gala & Auction
Auction Ends: May 2, 2022 11:00 PM PDT

Professional Services

Financial Planning Consultation

Item Number
801
Estimated Value
500 USD
Sold
100 USD to qle49658c
Number of Bids
1  -  Bid History

Item Description

During your appointment, we take a comprehensive overview of your financial situation:

• Review current financial situation and insurance analysis.
• Discussion of goals and time frames along with risk tolerance assessment in initial consultation.
• Develop and implement a customized financial plan.
• Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning, and more.

Donated By:

Dan Mezzera

We would like to thank our sponsors....

Luminous Title Sponsor

Video Wall and Wine & Beer Sponsors

Cirque, Soundstage DJ and Parking Sponsors

Community and Faculty/Staff Table Sponsors