Highlights
Veteran financial planners help everyday people prepare for their future with portfolio stress tests and wealth management plans
About This Deal
Choose from Two Options
- $30 for consultation with financial stress test ($100 value)
- $260.50 for consultation with financial plan creation ($1,000 value)
During financial plan creation, a professional helps clients assess their current financial standing and creates a personalized plan that seeks to optimize cash flow, outlines ideas for the management of investment portfolios, and more. Clients receive a digital and hard copy of this plan.
The financial stress test evaluates clients' current portfolios to determine how prepared they are for seven pre-determined economic scenarios that have a chance of occurring in the future.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC
Fine Print
Promotional value expires 180 days after purchase. Amount paid never expires.
Appointment required. Limit 3 per person.
Merchant is solely responsible to purchasers for the care and quality of the advertised goods and services.
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