Skip to items information
COMPREHENSIVE FINANCIAL PLAN
$500Description 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 purchase this item?
REGISTER NOWAlready have an account?
0 Watchers
1Customized financial plan provided by Palisade Capital's Head of Financial Planning. Beginning with defining your goals and objectives, the plan includes:
- One-on-one budget development
- Insurance policy review
- Tax return review
- Estate document review
- Retirement/cash flow planning
- Education planning
- Charitable giving strategy discussion
You will be provided with a financial planning checklist and financial analysis at the time the plan is delivered to you.
Donated By Palisade Capital Managment