Services
Retirement and Investment Analysis
- Item Number
- 168
- Estimated Value
- 1500 USD
- Sold
- 100 USD to sbfe834e7
- Number of Bids
- 1 - 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
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. 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. 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.
The Network/La Red has attempted to describe and catalog all items correctly, but all items are offered as is, where is. The bidder assumes all risks and hazards related to the auction and items/services obtained at the auction. Each bidder agrees to hold harmless from any liability arising there from the Network/La Red, its members and employees, the auctioneer(s), the auction company and its agents and employees, the event organizers, sponsors, and/or volunteers connected with the auction.
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