With a value of up to $2000.00
Camille Walther with the Walther-duPassage Group Morgan Stanley will complete a financial review and build a financial plan
We are very excited to work with you in developing your financial plan.
This tailored plan will address your specific financial goals.
Whether you are preparing for educational expenses, saving for retirement, evaluating your of experienced advisors will help you identify your needs, wants, and wishes to ultimately present you with a plan for a path forward.
We will conduct a thorough analysis of your current and future financial situations to determine the likelihood of reaching your goals.
We will highlight any potential shortfalls and the impact of unexpected life events. We will walk you through a draft of your comprehensive financial plan and answer any questions that you may have.
Please contact Camille Walther at 985-624-6977 at your earliest convenience. We look forward to our further discussions.
Expiration of Redemption April 1, 2023