Nashville CARES – Celebration of Hope Virtual Gala
Auction Ends: Aug 22, 2020 09:00 PM CDT

Services

$1,000 Investment Portfolio Review Gift Certificate

Item Number
105
Estimated Value
1000 USD
Sold
120 USD to rb85e73a5
Number of Bids
3  -  Bid History

Item Description

This gift certificate includes investment advice for personal investment accounts such as IRAs, individual accounts and joint accounts. 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. The full face value of this gift certificate may be applied towards any services available from the Goff Financial Group, a fee-only Registered Investment Advisor and fiduciary.

Item Special Note

Exp: Two(2) years after event date

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