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Full Service Financial Plan
$475 current bid
1 Bid
FMV: $2500
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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.