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.
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!
This package has a value of $1,500
*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.
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.