Previous Item Next Item

Full Service Financial Plan

$475 current bid
1 Bid
FMV: $2500

Description of the Item:

Register or sign in to buy or bid on this item. Sign in and register buttons are in next section

Want to place a bid?

REGISTER NOW

Already have an account?

1 Watcher

This certificate is good for a Full-Service Financial Plan with former Aggie Basketball Player, Brady Jardine and EP Wealth Advisors. The Financial Plan will cover an initial investment allocation review, retirement income, and distribution planning, risk management, family legacy, and estate planning as well as a tax review.

Ep Wealth Advisors has been ranked a "Top 100 Firm in the Nation" by Barron's.