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Financial Plan, up to $5,000

$550 current bid
4 Bids
FMV: $5000

Description of the Item:

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Secure your future and take your financial planning to the next level with a fee-based financial plan from Securian Financial (valued up to $5,000).

We will establish your goals and objectives then review your current financial condition to provide analysis and recommendations to achieve those goals over time.

- Based on your needs, we will look at net worth, cash flow, retirement needs, asset allocation and accumulation, potential life and disability insurance needs, education, and basic tax planning.

- Reports and analyses will be offered in writing.

- 2-3 meetings, depending on complexity, to be held in person or via video conference.

Winner must contact us directly to book an appointment and analysis must be completed by June 3rd, 2023.

Donated By Securian Financial