Opening bid: $ 50.00
Category: Silent Auction - Services
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This is a SIGN UP: pay $50 for your place at the time of the auction. Available to the first 4 to sign up. Jerry Tisser is the Past President of the Financial Services Professionals of RI and has been advising clients for 30+ years. He will review your insurance and investment portfolio and meet with you for 1 hour at a mutually agreeable time. He can also discuss/explain various planning topics that may be of interest, such as Long-Term Care Insurance, Tax-Deferred Annuities. His knowledge base is best suited for those individuals and couples who are 55+, but no matter your age he will make the review worth your while, and likely save you money or help you accumulate money with less risk. Donated by Jerry Tisser