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Comprehensive Financial Plan
$300 current bid
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A Comprehensive Financial Plan will be provided for you by Global Wealth Strategies & Associates to look at Retirement strategies, Education planning, Tax mitigation, Emergency funds and liquidity, Risk Management and Legacy, Trust & Estate planning.
Plan will involve 3-4 meeting (typically 2 hours each session) and then the presentation of the plan to the family, individual or business owners.
GWS&A is a full-service boutique wealth management firm located in Cherry Creek. The staff is highly credentialed and specializes in holistic planning for families, individuals and small businesses.
Valid until April 1, 2021