Services
Retirement and Investment Analysis
- Item Number
- 260
- Estimated Value
- 1500 USD
- Sold
- 750 USD to indyactress247
- Number of Bids
- 15 - Bid History
Item Description
Make decisions with confidence, with a virtual financial analysis at your convenience!
Looking for a second opinion? This financial analysis package is for two meetings (via web conferencing) with a qualified CERTIFIED FINANCIAL PLANNER practitioner. It includes the identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. We specialize in retirement planning for busy professionals and the LGBTQ community.
Item Special Note
Certificate will be sent to the winning bidder. This offer is not available to current or past Planning for Good clients. Meetings will be held via web conferencing. Recipient must contact us directly to book an appointment. Your analysis is to be completed within one year of the charity event for which this was donated.
Implementation of recommendations, if desired, can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Planning for Good are separate entities. Planning for Good® and the puzzle heart logo are registered trademarks. All rights reserved.
Roger Williams Park Zoo stores data...
Your support matters, so Roger Williams Park Zoo would like to use your information to keep in touch about things that may matter to you. If you choose to hear from Roger Williams Park Zoo, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so Roger Williams Park Zoo will keep your personal data secure and Roger Williams Park Zoo will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.