$1,000 Investment Portfolio Review Gift Certificate


Item Number: 105

Time Left: CLOSED

Value: $1,000

Online Close: Aug 22, 2020 8:15 PM CDT

Bid History: 3 bids - Item Sold!


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