Auction Ends: Apr 6, 2019 08:30 PM MST

Pet/Home

Comprehensive Financial Life Plan from Laurence Lof Financial Advisors

Item Number: C303

Estimated Value: 2500 USD
Sold: 360 USD to jg0460f73

Number of Bids: 8 - Bid History

Item Description

What is Financial Life Planning?
Think of the raw materials used to build your financial home. Now, visualize these materials lying around, unassembled, uncoordinated:

Investments Health Care Heirs
Wills Insurance Charity
Trusts Living Expenses Retirement Plans
Social Security Education Annuities

How will you put them together to build a strong, enduring structure to shelter you, your spouse, and your children now and in the future?

This is where we come in.
We are Lof Financial Advisors – your architect and general contractor.

When you team with Lof Financial Advisors, you don’t have to know all the questions. That’s our job! We identify potential risks to your Financial Life Plan and work with you and your other professional advisors to address them. We also monitor your financial home to keep it running smoothly for years.

Not every financial planner is a CERTIFIED FINANCIAL PLANNER™ professional. You and your family deserve nothing less than to work with a CFP® professional in pursuing your Financial Life Plan.

Your silent auction prize includes:

Review of Your Current Financial Plan
Retirement Analysis
Social Security Optimization
Estate Planning Analysis
Tax Strategy Analysis
Beneficiary Review
Investment Strategy
Insurance Analysis
Education Planning
A Printed Financial Life Plan

Item Special Note

Winning bidders attending Puttin' on the Dog may pick up their item at the gala, April 6th at Kino Sports Complex, after 9pm. Items may be picked up after the event beginning on Tuesday, April 9th at 635 W Roger Rd, Tucson AZ 85705 from 10 am to 5 pm. Items not picked up by June 15th, 2019 will be forfeited.

If you require shipping, email rpeterson@hssaz.org to arrange. Shipping charges may apply.

Any other winning bidder questions or concerns may be addressed to rpeterson@hssaz.org. Happy bidding!