The services included with this gift certificate are geared towards the financial planning needs of individuals and couples in their 50s and 60s. The purchaser is entitled to two hours of tax advice from an independent CPA. The pw-chaser will also receive a financial plan for retirement and four homs of personal financial planning from the Goff Financial Group, a fee-only Registered Investment Advisor and fiduciary. 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.

Whether you need advice as a business owner, an executive, a retiree, or all of the above – we understand your needs as an individual. We understand that demanding schedules can leave you with little time to look after financial matters. That’s why we are committed to being your advocate, a commitment that begins on day one.

As a unique individual, you have unique challenges. Meeting these challenges requires a realistic view of your finances. We can help you answer such questions as:

• Am I taking too much risk with my investments?


• Am I making sufficient returns on my money?


• How can I avoid outliving my money? 


• Are my company-sponsored retirement accounts being managed in a manner consistent with my goals?

These are but a few of the factors affecting your financial future—and we’ll evaluate everything, providing you with a plan you can feel confident about.