Personal Financial Plan - Sommers Financial Management

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Sommers Financial Management
144 S. 14th Street
St. Helens, OR 97051
Phone: (503) 397-1545 Fax: (253) 541-2754 Email: info@sommersfinancial.com Web: http://www.sommersfinancial.com
Category: Services->Financial

Detail Information

Name: Personal Financial Plan

Description: We offer a comprehensive Personal Financial Plan that takes into account retirement and education goals, and includes a monte carlo simulation, asset allocation, and recommendations on how to save/invest to meet your goals. The 42 page plan costs just $250, which is creditable toward your asset management fees at SFM.

Price: 350.00

More Information: More Information

Name:	Personal Financial Plan
Description:	We offer a comprehensive Personal Financial Plan that takes into account retirement and education goals, and includes a monte carlo simulation, asset allocation, and recommendations on how to save/invest to meet your goals. The 42 page plan costs just $250, which is creditable toward your asset management fees at SFM.
Price:	350.00
More Information:	More Information