Services
THE GOFF FINANCIAL GROUP: Private Financial Planning Sessions for the Business Owner
- Item Number
- 118
- Estimated Value
- 1900 USD
- Sold
- 75 USD to cindyrhee
- Number of Bids
- 1 - Bid History
Item Description
The services included with this gift certificate are geared towards the financial planning needs of successful business owners. The purchaser will receive up to 2 hours of Financial Planning Sessions, additional time for any document preparation and a financial plan. This gift certificate also includes advice on planned giving strategies such as donating appreciated stock and other assets as well as how to establish a donor-advised fund for the corporate executive's favorite cause(s).
Item Special Note
Only one gift certificate is valid per purchaser or family.
Acceptable as tender and is not redeemable for cash.
Gift certificates expire a year after event date.
NEXT Village SF stores data...
Your support matters, so NEXT Village SF would like to use your information to keep in touch about things that may matter to you. If you choose to hear from NEXT Village SF, we may contact you in the future about our ongoing efforts.
Your privacy is important to us, so NEXT Village SF will keep your personal data secure and NEXT Village SF will not use it for marketing communications which you have not agreed to receive. At any time, you may withdraw consent by emailing Privacy@frontstream.com or by contacting our Privacy Officer. Please see our Privacy Policy found here PrivacyPolicy.