Skip to items information
Comprehensive Financial Plan
$750 current bid
1 Bid
FMV: $2500
Description 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?
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