Planning for Good | Donated Financial Analysis

Silent Auction Donation

We Are Proud to Support Community Organizations with a Silent Auction Donation!

Let's work together to help raise funds for programs that make our communities better.

Our Planning for Good team can offer you a Retirement and Investment Analysis. Details below.

1) Retirement and Investment Analysis

Identification of your retirement objectives, priorities and risk tolerance.

Analysis of investments with personalized portfolio recommendations.

Projections of retirement needs and resources, including expense and income analysis.

Two meetings via web conferencing or by phone.

Advice from a qualified financial advisor with a fiduciary duty.

Planning Ahead for Retirement!

Want to know if you’re on track to retire when you’re ready?
Need the peace of mind of having a game plan and partner by your side?
Curious if your accounts and strategies have “red flags” or opportunities for improvement?
Need more reliability and flexibility in your retirement plan?
Hoping to “test the waters” with a fiduciary professional, without cost or obligation?

This package has a value of $1,500

Financial Analysis Process

Special Note:

*Implementation of recommendations can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis. This offer is not available to current or past Planning for Good clients. Meetings will be held via web conferencing. Recipient must contact us directly to book an appointment and have confirmation of your silent auction winning. Your analysis is to be completed within one year of the charity event for which this was donated. Securities, investment advisory and financial planning services are offered through qualified registered representatives of Cambridge Investment Research. Member FINRA/SIPC.

Contact Us to Request a Donation

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Diversity and Inclusion Commitment

We welcome diverse voices, not only because we acknowledge this social responsibility, but also because we know that individuals experience greater success within a supportive environment that allows them to leverage their unique strengths.

Planning for Good is dedicated to inclusion and respectfulness, regardless of: race, national or ethnic origin, sex (including pregnancy, sexual orientation, or gender identity), spiritual beliefs, primary language, disabilities or family structure.