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
![](/img/spontrk.gif?url=http://www.providentnc.com&oid=124897977&aid=144889778&iid=158082501&did=129454816&kid=&sc=ItemDetail)
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