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Financal Planning
$200 current bid
1 Bid
FMV: $3500
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A custom, comprehensive financial plan covering: Tax Planning, Estate Planning (not trust documents, but planning), Investment Management, Risk Management, Cash Flow Planning, Retirement Planning, Education Planning, Business Continuity Planning.
The result of the plan is a "working document" that helps clients to reach their financial goals and dreams.
No returns or exchanges. Expires December 31, 2021.
Donated By Bart Zandbergen