Huckstep FInancial Advice
$20 current bidDescription 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 NOWAlready have an account?
1 Watcher
Three Hours of Financial Planning Services with Brian Huckstep, CFA, CFP , Huckstep Asset Management, LLC. After working in asset management for almost 30 years with some of Chicago's most prestigious firms (Ibbotson Associates, Morningstar, Northern Trust), Brian decided to start his own business advising individuals and families about their personal portfolios. If you're about to retire, in the midst of retirement, or just starting to plan for that goal, Brian can guide you through all your financial planning, such as; building a holistic financial plan, selecting / reviewing investments, constructing multiple lifetime wealth projections with various assumptions, goal identification / analysis, tax loss harvesting, and estate planning planning.
Donated By Ira Kohlman