$1,000 Investment Portfolio Review Gift Certificate

Item Number: 105
Time Left: CLOSED

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
Exp: Two(2) years after event date
Donated by
Eva Lejidos