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Auction Ends: Oct 12, 2013 03:00 PM PDT

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