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~ Make decisions with confidence, with a virtual financial analysis at your convenience! Who says money management can't be easy and convenient?
~This financial analysis package is for Two (2) meetings (via web conferencing) with a CERTIFIED FINANCIAL PLANNER? practitioner, Karen Melo Ticas.
~ It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations.
~ Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.
~ Value of $1,500 may not be applied to any other product of service.
~ Expires 9/29/2022
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