Financial and Estate Planning
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1Comprehensive Financial & Estate Planning - 5-Hour Package Donated by Metropolitan Wealth Management of Raymond James
Take a proactive step toward securing your financial future with this exclusive package from Metropolitan Wealth Management of Raymond James. This offer includes 5 hours of personalized financial and estate planning services, led by experienced professionals holding the CFP (Certified Financial Planner) and CIMA (Certified Investment Management Analyst) designations.
Your planning experience includes:
• Two one-hour, face-to-face meetings with a CFP and CIMA professional
• Three additional hours of behind-the-scenes analysis and customized plan development
• Expert guidance in areas such as retirement planning, investment strategy, tax-efficient wealth transfer, estate structuring, and more
Whether you're building a long-term strategy or fine-tuning your estate plan, this session offers invaluable insight from trusted financial professionals.
Donated by: Metropolitan Wealth Management of Raymond James
Value: $2,500.00
Please note: Meetings must be scheduled in advance and completed within one year of the auction date.
Donated By In memory of Ward Mayer's wife: Jane Mayer