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Comprehensive Financial Plan

$100

Description of the Item:

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This Financial and Retirement Plan encompasses personal investments, insurance, healthcare & educational planning needs as well as business interests & investments. The winning bidder will also receive help assessing their estate planning needs, pension & Social Security options, retirement goals & lifestyle analysis today & in the future. A Morgan Stanley Planner and Advisor will work with you to develop and advise you on their financial plan.

All items are subject to terms, conditions and availability.

Donated By Morgan Stanley