One (1) gift certificate for a personal financial review for the discerning energy executive interested in objective financial advice and management

Maximize your various wealth management opportunities with the help of an independent registered investment advisor that understands the challenges you face in the energy sector. Establish a comprehensive and objective advisory relationship with a truly fee-only advisor based on your specific investment management needs and financial goals. Learn how to objectively evaluate current advisory relationships, fees, potential conflicts of interest, and any fiduciary duties to put your interests first.

Includes up to two hours of conference time and one additional hour for any document preparation

Expires one year from the date of purchase and is not acceptable as tender or redeemable for cash.

The Goff Financial Group was founded over 25 years ago with one idea in mind: provide long-term investors with sound, objective financial advice. We've never strayed from that proposition. To eliminate conflicts of interest, we are only paid by our clients; unlike most financial companies, we do not receive any commissions or fees from any financial products. We provide trusted advice. Period. Our valued clients have wholeheartedly embraced our approach. Our total assets under management* have grown steadily over the last 25 years to over $450 million today.