Goff Financial Group Investment Portfolio Review Gift Certificate
Item Number: 180
Time Left: CLOSED
Value: $1,000
Online Close: Aug 24, 2019 7:50 PM MDT
Bid History: 0 bids
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.
Special Instructions
Expires 2 years after the event, only one certificate per family can be purchased