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Dax Wealth Management Package
$750Description of the Item:
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1One year of comprehensive financial planning. The will discuss financial goals and review current financial position to develop a comprehensive financial plan including:
Create a plan to accumulate and safeguard your assets
Create strategies to manage your cash flow and everyday life
Fund investment strategies to reduce your tax burden and plan for retirement
Plan for any other purchases you may have such as buying a home, saving for a child's education, or another purchase
Ensure that proper estate planning is in place
Help you and your loved ones achieve financial independence
Donated By Angela A Dax and Jacob A Dax