Without sound advice, it's difficult to make financial decisions such as deciding how many pork bellies you should trade and how many you should save for stocking stuffers. Manage your assets with this Groupon.
Choose Between Two Options
- $99 for an initial financial-planning consultation and three months of follow-ups ($200 value)
- $129 for the above package plus debt and tax analysis ($300 value)
Financial advisers help clients looking to supplement their 401K. This deal is ideal for clients ages 20 to 49. The optional debt and tax analysis helps clients find ways to reduce their debt. Instead of just focusing on the client's investments, the adviser analyzes the client's mortgage, credit card debt, and car payments.
Staff Size: 2–10 people
Average Duration of Services: 1–2 hours
Brands Used: Allianz Life Insurance Company of North America
Pro Tip: Be open to modern wealth-building strategies for retirement.