What You'll Get
The bell became the preferred way to signal Wall Street's opening after brief attempts at using a starter pistol, a rooster, and a spirited song about loving money. Fine-tune your finances with this Groupon.
Choose Between Two Options
- $99 for a lifestyle snapshot and one financial-planning goal (a $399 value)
- $179 for the above financial planning components, plus one retirement outlook service for an individual or a couple (a $699 value)
Financial tools include the lifestyle snapshot, which creates an overview for your current finances based on your debt, savings, and investments. Those items factor into your financial-planning goal, which helps you create a plan for funding shorter-term plans such as a wedding or vacation, or more long-term goals such as financing a child's college education. The retirement outlook focuses on helping you eventually retire in style by evaluating your current finances and investments and making recommendations on how to make changes to help achieve your ideal retirement. Although financial planning does not guarantee you will hit your goals, it does increase your chances of having a fiscally sustainable lifestyle. Click here for instructions on redeeming your Groupon.
The Fine Print
Promotional value expires 90 days after purchase. Amount paid never expires. Limit 1 per person. Limit 1 per visit. Valid only for option purchased. Appointment required. 24hr cancellation notice required. Valid only for PA residents. Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
About Etico Capital Advisors, LLC
What are good ways to invest? This is just one of the questions that Etico’s financial advisers hear every day from their clients. With integrity at the forefront of their business philosophy, the team helps steer their clients in the direction of their financial dreams by offering custom investment plans and frequent interactions, ensuring they’re never in the dark about their finances. With those resources at hand, each financial adviser helps clients form sound short-term or long-terms plans for their money, whether they hope to fund a child’s college education or invest in the new wave of troll figurines.