Financial Planning Consult
$250 current bidDescription of the Item:
Register or sign in to buy or bid on this item. Sign in and register buttons are in next section
Want to place a bid?
REGISTER NOWAlready have an account?
6 Watchers
Comprehensive Financial Planning Consultation with Certified Financial Planner Francine Lai, CFP CDFA, of Gerber Kawasaki Wealth and Investment Management
During your appointment, we will take a comprehensive overview of
your financial situation:
- Review current financial situation, run an insurance needs analysis, and audit your current investment accounts.
- Discussion of goals and time frames along with risk tolerance assessment in initial consultation.
- Develop and implement a customized financial plan.
- Investment Management, Retirement Planning, Education Planning, Insurance Planning, Estate Planning and more.
Investment advice offered through Gerber Kawasaki Inc, an SEC registered Investment
Advisor. The opinions voiced in this material are for general information only and are not
intended to provide specific advice or recommendations for any individual. All
investments have risk of loss. Past performance is not indicative of future results. Tax
advantages of qualified accounts vary based on many factors, please see a CPA or
Financial Advisor to determine if a qualified plan may be appropriate for you.