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Comprehensive Financial Plan

$750 current bid
1 Bid
FMV: $2500

Description of the Item:

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3 Watchers

A comprehensive financial plan by Presidio Capital Management. Includes four 60-minute sessions with a Certified Financial Planner professional.

Practice Areas Include:

Personal Wealth Goal Setting
Cash Flow Analysis
Tax Planning
Retirement Plans & Retirement Planning
Investment Planning & Analysis
RSU/Stock Option Analysis & Strategy
Estate Planning
Real Estate Analysis
Debt/Mortgage/Credit Line Analysis

Donated By Dustin & Heather TenBroeck