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Comprehensive Financial Plan
$500Description of the Item:
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1Work directly with Fiduciary Wealth Group to help with your financial plan. This includes:
- Three face to face meetings, totalling around 5 hours of time with CFP Professional.
- Analysis and Recommendations for Cash Flow, Investments (Including Recommended Allocations), Insurance (Analyze Current Coverage, we do not sell it), Taxes, Estate Planning. We will run projections, talk about alternatives, and cover any and all questions financial related.
Can be done at one of our offices::
- 7588 Central Park Blvd, Suite 213, Mason OH 45040 Dayton Office: 6784 Loop Road Suite 208, Dayton Ohio, 45459
$2,500-$5,000 value.
Donated By Randy Gantt