Services
Financial Planning Session with CFPî
- Item Number
- 495
- Estimated Value
- 500 USD
- Sold
- 75 USD to jmb6d29c5
- Number of Bids
- 1 - Bid History
Item Description
A two-hour financial planning session with an independent wealth and investment management firm. During your appointment, we will take a comprehensive overview of your financial situation: Review the current financial situation and insurance analysis & develop a customized financial plan that fits your needs. You will receive your own customized financial plan upon completion of the sessions. Nick is a CERTIFIED FINANCIAL PLANNER® and specializes in retirement planning, trust planning, college planning as well as maximizing employee stock options.
Item Special Note
Winner will be provided details on how to conntact Nick Licouris. Please note: The consultation will be conducted by Zoom/Phone.
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