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Customized Financial Plan

$250 current bid
1 Bid
FMV: $3500

Description of the Item:

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Make a Wealthy Decision!
Invest in your future with a personalized financial plan designed just for you by licensed wealth advisor Jimmy D. Chase. This package includes quarterly plan updates and unlimited access to the C/E/F Advisors Group for 12 months-ensuring your money is always working smarter, not harder.

Whether you're planning for tomorrow or growing your goals today, this experience is the perfect way to balance your portfolio, and your peace of mind. Don't miss your chance to make a truly "interest-ing" investment in yourself!

Terms and Conditions:

Call 949-403-7529 or email [email protected] to schedule

No cash value. Not replaceable if lost, stolen, or damaged. Taxes and shipping may apply. Donor-advised funds cannot be used to purchase auction items because DAF grants are not permitted to provide any personal benefit to the purchaser.

Donated By Jimmy Chase