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Ready to Retire!Financial Plan

$250 current bid
1 Bid
FMV: $5000

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Retirement Readiness Financial Plan

The first step towards financial peace of mind is knowing where you stand!

Retirement Readiness Financial Plan includes three meetings with Bjorn Amundson of Quarry Hill Advisors. In these meetings, he will review and build a plan to help you achieve financial independence.

Financial plan includes recommendations on the following areas:

- Cash flow and budgeting

- Investment plan

- Tax minimization plan

- Life, disability and long term care insurance

With over 15 years experience as a Certified Financial Planner, Bjorn has been named as a 5 Star Wealth Manager and has many happy clients. Bjorn is an uncle to current Holy Trinity students and brother-in-law to a member of the auction committee ;)

Donated By Bjorn Amundson, CFP