Just For You
Tessara Financial Advisors Consultation
- Item Number
- 8297
- Estimated Value
- 5000 USD
- Opening Bid
- 625 USD
Item Description
A comprehensive review of your entire financial picture. You will get a fifty (plus) page Capital Needs Analysis, a complete insurance analysis, tax planning, charitable planning (if applicable), education planning (if applicable), a review of assets and liabilities, with recommendations for greater tax efficient investing, as well as wealth transfer strategies. And if it applies, we will also help you form strategic alliances.
Tessara Financial Advisors, Inc is an independent, fee-only service oriented advisory firm specializing in individuals (or families) with a net worth from $500,000 to more than $30 million. It provides high level advice tailored to a client's personal needs. The focus in on bringing the use of a client's money into alignment with their life goals and unique goals.
Donated By:
Tessara Financial Advisors, Inc.
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