Services-Professional
Full Financial Review and Planning Session
- Item Number
- 1705
- Estimated Value
- 3500 USD
- Opening Bid
- 175 USD
Item Description
Everyone has a plan, either by design or by default.
We have a comprehensive financial planning process designed to guide you toward your personal or business financial success. We focus on your investments, risk management, protection strategies, tax planning, wealth transfer and more. Your true advantage comes from applying our findings to match the needs and personalities of you and your family and/or business team. With our unique planning method, you gain the insight needed to be sure you are on the right track.
David White & Associates is proud to offer the winning bidder a full Financial Planning Session with special emphasis on education savings and retirement planning.
For more information, visit http://www.dwassociates.com/
Item Special Note
The winner please contact Sheri Graybehl at sgraybehly@dwassociates.com or 925-277-2698.
No shipping available. Local pick up only.
Donated By:
David White & Associates
Sheri Graybehl
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