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Investment Portfolio Review
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1This package includes guidance and investment advice for your investment accounts, advice on planned giving including how to setup a donor-advised fund to benefit your favorite charity, broker/conflicts of interest check, fee and commission analysis, and a financial profile report prepared by The Goff Financial Group, LLC.
There are three Goff Financial Group packages available in this auction. Only one gift certificate is valid per purchases or household. You may gift or transfer your winning certificate to another individual or household.
Expires 4/14/2020
Donated By The Goff Financial Group