Roger Williams Park Zoo – Roger Williams Park Zoo 2024 Online Auction
Auction Ends: Jul 1, 2024 12:00 PM EDT

Services

Retirement and Investment Analysis

Item Number
260
Estimated Value
1500 USD
Sold
750 USD to indyactress247
Number of Bids
15  -  Bid History

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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.

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