You will receive a gift certificate which entitles you to a Comprehensive Financial Life Plan

They will review your current financial plan and you will receive a formal financial plan for the future.

• RETIREMENT ANALYSIS


• ESTATE PLANNING ANALYSIS


• TAX STRATEGY ANALYSIS


• BENEFICIARY REVIEW


• INVESTMENT STRATEGY


• INSURANCE ANALYSIS

Walk away from your meeting knowing if you are on track to building and maintaining your dream and what to do if you are not on track.

The Comprehensive Financial Life Plan will be provided in a three-meeting process.

As explained by the donor: "The first meeting will focus on In-depth questions for the winner and significant other (if applicable) designed to help us thoroughly understand their needs and goals. At our second meeting, we will provide them with a detailed, written financial plan which will address all areas of their financial life including a retirement income analysis. In addition, we will provide a list of recommendations that they can implement to better secure their Financial Life Plan. The third meeting addresses our wealth management process."

Expiration Date: 12-31-2022