$49 for a Financial Consultation Package at Cetera Advisor Networks LLC ($175 Value)
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In a Nutshell
Financial professionals help clients plan for retirement, make safe, smart investments, and develop personalized policy statements
The Fine Print
Promotional value expires 90 days after purchase. Amount paid never expires.Limit 1 per person, may buy 1 additional as a gift. Limit 1 per visit. Appointment required; subject to availability.Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
$49 for one financial consultation package (up to a $175 value), including:
A review of your investment accounts (retirement accounts or non-retirement accounts) (up to a $175 value)
A printed Investment Policy Statement outlining a recommendation for investing your assets based on your own personalized goals, objectives and comfort levels
A printed outline of your personal financial needs
A printed & personalized asset allocation model (for one account of your choosing) that will provide you with a possible path forward