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Financial Planning Package
$150Courtesy of Mark Johnson at Thrivent Financial, the winner will receive a comprehensive financial plan that is customized especially for you.
As part of the service, we'll meet to review your:
• Current financial position, including cash flow,
emergency fund and net worth.
• Readiness to deal with unexpected needs, like
death, disability or long-term care.
• Current estate plans, including beneficiary
designations.
Depending on your personal goals, we may also look at ways to help you:
• Plan for retirement.
• Fund a child's education.
• Invest confidently and tax-efficiently.
• Preserve and distribute your estate.
• Give charitably.
For more information, visit Mark's website.
Coady & Karen Torio - Presenting Sponsor
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