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Wealth Planning with Moller

$250 current bid
1 Bid
FMV: $2000

Description of the Item:

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There are many complex financial matters that you may not have the time or expertise to manage for your family. How do you determine when you can retire and how much money you will need? Are you able to identify strategies to reduce your tax burden? What's the best way to fund your children's or grandchildren's education? Since 1991, Moller Wealth Partners in Northfield has been helping mid- to high-net worth individuals identify and achieve their financial objectives. With personal attention and unbiased advice (Moller does not sell any products), the seasoned professionals at Moller will help you accomplish your most important goals.

Package Value: $2,000

Package Includes:

  • One-on-one consultation to discuss your financial history, goals, and objectives
  • Creation of a personalized, comprehensive financial plan based on your needs and objectives, including planning areas like:
  1. Investments
  2. Taxes
  3. Retirement
  4. Estates and legacy
  5. Education funding
  6. Insurance

Restrictions:

  • Expires March 31, 2026

Generously donated by Brian Fritzsche '05 and Moller Wealth Partners