What You'll Get
Financial planning can help parents garner enough greenbacks to pay for their kids’ education or just help them build a tree house made out of crisp dollar bills. Construct a brighter financial future with today’s Groupon: for $129, you get one year of financial-planning services (up to a $1,250 value) from Jason DeMarre, an adviser with ING Financial Partners in Kirkland.
Jason DeMarre’s articulate financial advice can help clients build a retirement fund, save for their kids’ colleges, or reach a passel of other long-term goals. With today’s deal, he’ll spend up to 12.5 hours fashioning a personalized plan of action for each client over the course of one year. A series of about five face-to-face planning sessions commence with a one-hour introductory meeting, followed by a profile meeting, during which Jason will build a detailed SWOT analysis to highlight a client’s portfolio’s strengths and weaknesses and to counter potential financial threats, such as the fire-breathing dragon living inside their filing cabinet. Then, he’ll unveil a full plan for a monetary makeover at a 90-minute strategy session, after which he’ll meet with clients again to pick products to invest in, such as stocks, bonds, and high-value Monopoly properties. Finally, a closing meeting will discuss plan implementation. ING Financial Partners is not a captive agency; Jason can pick and choose products from all financial services, not just ING, to assure the best possible match.
For the rest of the year, brief quarterly conference calls and 60-minute semiannual in-person meetings keep Jason abreast of new developments in each client’s portfolio. Plus, Jason can generally respond within 24 hours to any urgent client queries or questions about his favorite flavor of toothpaste.
The Fine Print
Promotional value expires May 31, 2012. Amount paid never expires. Limit 1 per household, may buy multiple as gifts. New clients only. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.