Business
Financial Plan
- Item Number
- K1NS-07
- Estimated Value
- 4000 USD
- Opening Bid
- 1333 USD
Item Description
Includes insurance analysis, cash flow planning, retirement planning, estate analysis, college planning, portfolio analysis and tax analysis.
We want to confine this to the middle Tennessee area so winning bidder will be able to come in to our office. Plans will be developed by a Certified Financial Planner(tm)/Certified College Planning Specialist.
Item Special Note
Certificate can be picked up in our Nashville, TN office or we can mail it to your address, adding mailing cost at the conclusion of the auction.
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