Specific Services Requested Sample Clauses

Specific Services Requested. The specific services you are requesting from TRFP are indicated below: Cash Flow Analysis Investment Analysis and Recommendation Retirement Capital Needs Analysis Education Funding Tax Planning Counsel Estate Planning Counsel Life Insurance Review Other services Other services Other services
Sample 1Sample 2
AutoNDA by SimpleDocs
Specific Services Requested. Please initial below to indicate the specific services you are requesting from Xxxx Financial Consulting, LLC: Cash Flow Analysis Debt Reduction Advice Home Purchase and Financing Advice Investment Portfolio Review, Analysis and Recommendation Miscellaneous Advisory Services, As Needed ( hours) Retirement Plan Review and Recommendation Retirement Capital Needs and Funding Analysis Education Funding Estate and Gift Planning Insurance Needs Assessment: Special Needs Funding: Coordination of Life Goals and Financial Goals Comprehensive Written Financial Plan Real-Time In-Person Financial Review ( hours) Other services Other services Other services
Sample 1Sample 2
Specific Services Requested. Please indicate below the specific services you are requesting from RFPS: Cash Flow Analysis Investment Analysis and Recommendation Retirement Capital Needs Analysis General Financial Planning Counsel OtherServices OtherServices OtherServices
Sample 1
Specific Services Requested. The specific services you are requesting from the Advisor are checked below: ☐ Cash Flow ☐ Insurance Review and Recommendations ☐ Employee Benefits ☐ Retirement Planning ☐ Tax Planning Strategies ☐ Education Planning ☐ Estate Planning ☐ Investment Review and Consultation ☐ Comprehensive Financial Plan ☐ Annual Review/Financial Checkup ☐ Career Transition ☐ Real Time Planning Session ☐ Other ☐ Other
Sample 1
Specific Services Requested. The specific services you are requesting from the Advisor are checked below: Cash Flow Insurance Review and Recommendations Employee Benefits Retirement Planning Tax Planning Strategies Education Planning Estate Planning Investment Review and Consultation Comprehensive Financial Plan Annual Review/Financial Checkup Career Transition Real Time Planning Session Other Other
Sample 1
Specific Services Requested. Please check below to indicate the specific services you are requesting from YFP: COMPREHENSIVE FINANCIAL PLAN DEFINED PROJECT WORK Cash Flow Analysis Debt Management Investment Analysis/Portfolio Recommendations Life Insurance Review College Funding Options Estate Planning Review Retirement Calculations/Review Other Other RETAINER SERVICES Quarterly Portfolio Review/Rebalancing Semi-Annual Portfolio Review/Rebalancing Annual Portfolio Review/Rebalancing Other Continued on next page IMPLEMENTATION SERVICES Custodial Account Set up/Transfers Coordination with CPA, Attorney, Insurance Agent, Other Advisors Other
Sample 1
Specific Services Requested. Please use a check mark to indicate the specific financial planning services you wish to obtain from BFP: Financial Statements: Net Worth, Cash Flow, and Ratio Analysis Debt and Loan Management Review Retirement Funding and/or At Retirement Review Investment Review and Analysis: Investment Policy Statement Risk Management and Insurance Review Education Funding Health Care Coverage Review Business Succession Planning Facilitation Financial Preparation for Implementing a Business or Career Change Philanthropic Planning Life Changes Estate Plan Review Comprehensive Financial Planning Other Services (Describe)
Sample 1
AutoNDA by SimpleDocs
Specific Services Requested. Please initial or otherwise indicate below the specific services you are requesting from the Firm: Available Services Select Comprehensive Financial Planning Cash Flow Analysis Debt Reduction Strategies Education Funding Employer Benefits Estate Planning Review Investment / Asset Allocation Analysis Life Insurance Review Retirement Planning/ Needs Analysis Other: Other : Real‐Time Planning Session
Sample 1

Related to Specific Services Requested

  • Specific Services Contractor agrees to furnish the following services: Contractor shall provide the services described in Exhibit “A”. No additional services shall be performed by Contractor unless approved in advance in writing by the County stating the dollar value of the services, the method of payment, and any adjustment in contract time or other contract terms. All such services are to be coordinated with County and the results of the work shall be monitored by the Health and Human Services Agency Director or his or her designee.

  • SERVICES REQUIRED In accordance with the terms and conditions of the Contract, including all Contract Documents incorporated by reference, Vendor shall deliver throughout the term of the Contract including renewal or extension periods (if any), well plugging and related services (“Services”), including all labor, qualified personnel, management, coordination, equipment, materials, insurance, bonding, and incidentals to fulfill all requirements and deliver all goods and/or services required under the Contract in accordance with applicable method protocols, industry/trade best practices, and all rules, regulations, and laws related thereto. “Contract Documents” include:

  • Services Provided Subcontractor agrees to complete the following: _ (“Services”).

  • Diagnostic Services Procedures ordered by a recognized Provider because of specific symptoms to diagnose a specific condition or disease. Some examples include, but are not limited to:

  • Chiropractic Services This plan covers chiropractic visits up to the benefit limit shown in the Summary of Medical Benefits. The benefit limit applies to any visit for the purposes of chiropractic treatment or diagnosis.

  • Technical Support Services 2.1 The technical support services (the "Services"): Party A agrees to provide to Party B the relevant services requested by Party B, which are specified in Exhibit 1 attached hereto ("Exhibit 1").

  • Support Services HP’s support services will be described in the applicable Supporting Material, which will cover the description of HP’s offering, eligibility requirements, service limitations and Customer responsibilities, as well as the Customer systems supported.

  • Pharmacy Services The Contractor shall establish a network of pharmacies. The Contractor or its PBM must provide at least two (2) pharmacy providers within thirty (30) miles or thirty (30) minutes from a member’s residence in each county, as well as at least two (2) durable medical equipment providers in each county or contiguous county.

  • Basic Services The Architect/Engineer’s Basic Services include all disciplines identified in Article 15 and all related usual and customary design, consultant, and other services necessary and reasonably inferable to complete the Project, or any phase of the Project, in accordance with the Owner’s requirements and the terms of this Agreement.

  • Contracted Services The Employer agrees that all work coming under the jurisdiction of this Union, in the certified area, performed by anyone, on behalf of, or at the direction of the Employer, directly or indirectly under the Contract or sub-Contract, shall be performed by employees who are members of this Union or employees who shall become members. The terms and conditions of employment for all of these employees will be those set out in this Collective Agreement and all employees will be covered under the terms and conditions of a single Collective Agreement.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!