Item category: Finances
| New England Financial - Pro Advice Financial Plan | Auction ID: 216639 |
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This item has been viewed 757 times
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Retail Value: $2,000.00
Financial Management Plan list of services included:
- Cash Flow analysis
- Assets allocation/risk tolerance survey
- Review of insurance coverage
- Help with estate planning
- College Savings projection (with children)
- Help with strategy of tax minimization
- Suggested investment allocation
Website: http://www.chicagonef.com/
Voucher restrictions:
- Complete financial assessment package conducted by Curt Matlin from New England Financial
- Curt has carved a niche by dealing with affluent clients that have a net worth north of $10 million.
Address:
707 Skokie Boulevard #700
Northbrook, IL 60062
Phone: 847-897-5474
Location and shipment
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Payment methods: Credit Card Auction started: February 20, 2012 7:00AM Auction ends: February 24, 2012 2:45PM Auction ID: 216639 Item category: Finances |
