Services
Ohana Wealth Management - Customized Financial/Retirement Plan
- Item Number
- 202
- Estimated Value
- 2400 USD
- Sold
- 950 USD to cge084434
- Number of Bids
- 11 - Bid History
Item Description
Certificate valid for (but not limited to) Asset Allocation Review and Recomendations, Net Worth Statement, Income Distribution Planning, Tax Planning Investment Strategies, Social Security Planning, Account Affrergration/Net Worth Statement, Beneficiary Review, Retirement Account Review, Compare multiple planning scenarios.
Services provided by Alison McClure, Founder, Financial Advisor.
https://www.ohanawealthmanagement.net/
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