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Your Own Financial Guru
$500 current bid
1 Bid
FMV: $2500
Description of the Item:
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Includes a financial planning package consisting of 1-on-1 meeting for goal-setting and information gathering, access to financial planning tool that will aggregate accounts, plan outcomes and reports, a comprehensive financial review, risk assessment with current investment strategies, wealth protection and wealth transfer strategies, retirement planning, tax strategies, ongoing monitoring of financials. Provided by Russell Sweeney Wealth Management