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Financial Planning

$450

Description of the Item:

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Comprehensive financial planning package which includes a review of your current investment situation, such as savings plan, investment portfolio, retirement planning, as well as any other pertinent information (estate plan, insurance, etc.) The review and consultation will be conducted by an experienced and knowledgeable investment advisor with 30 years of financial services experience. Findings and plan recommendations will be presented in-person, at a time and location convenient for your schedule. Expires 4/15/2018.

Donated By WealthSource/Mark Stromberg