Burlington Christian Academy – Burlington Christian Academy
Auction Ends: Mar 25, 2012 10:00 PM EDT

Services

Complete Financial Plan

Item Number
398
Estimated Value
1200 USD
Sold
200 USD to Svincent62
Number of Bids
1  -  Bid History

Item Description

Laura C. Collins, an Investment Advisor Representative with Provident Financial Group of the Carolinas, will prepare a complete, comprehensive financial plan for the recipient of this award.

The plan will include a thorough review of all applicable topics including, but not limited to Wills, Estate Plan/Trusts, Investments, Taxes and Insurance.

The recipient will receive the following: 1 hour consultation meetings (up to 5), 6 hours research time, "From the Heart Journal", Personal Client Binder.

Item Special Note

Fees may apply if recipient’s objective requires services outside the scope listed above.  Recipient is under no obligation to execute the plan.  First appointment must be held by June 25, 2012. 

Provident Financial Group of the Carolinas is located in Burlington, NC

 

Donated By:

We would like to thank our sponsors....

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