GLOBAL ORPHAN PREVENTION – #Passport2Freedom Silent Auction
Auction Ends: Aug 24, 2019 07:50 PM MDT

Services

Goff Financial Group Tax & Financial Planning in Your 50s and 60s Gift Certificate

Item Number
181
Estimated Value
1900 USD
Opening Bid
650 USD

Item Description

This gift certificate is geared towards the financial planning needs of individuals and couples in their 50s and 60s. The purchaser is entitled to two hours of tax advice from an independent CPA. The purchaser will also receive a financial plan for retirement and four hours of personal financial planning from the Goff Financial Group, a fee-only Registered Investment Advisor and fiduciary. This gift certificate also includes advice on planned giving including how to donate appreciated stock and other assets to charity as well as how to establish and manage a donor-advised fund. 

Item Special Note

Expires 2 years after the event, only one certificate per family can be purchased