Services
Complimentary Initial Financial Planner Session
- Item Number
- 149
- Estimated Value
- 2500 USD
- Opening Bid
- 250 USD
Item Description
Complimentary Initial Financial Planner Session
Receive a free financial consultation and analysis with Oliver Orzal. During this initial consultation you will consult with the advisor and engage in a question and answer session concerning market conditions, insurance and investment concerns, asset performance and management. A comprehensive profile and financial analysis will beperformedbased on any statements or trust documents you provide in advance.
"Many people are so busy today in their family and working lives that they have little or no time to look at their financial future. We find that everyone has a plan, either by default or through a conscious effort. We believe your plan should be custom tailored to your financial situation,time horizon, tax bracket, liquidity needs and risk tolerance. By using a disciplined and comprehensive planning process, you can better integrate your financial decisions with your long-term goals." - David White & Associates
Donated By:
Mr. Oliver Orzal
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