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Financial Gift Certificates - A More Meaningful Gift
Making sound financial decisions can have the most impact, but be furthest from our minds, at times of important transitions in life, such as:
Graduating from college and starting a career
Getting married
Having a new baby
Changing jobs
Nearing and during retirement
These are also times when we often think of gifts for loved ones. Why not give one that will help during these transitions, and that can have a life-long impact?
C. B. Bond Financial Planning Inc., offers gift certificates for financial consultation on an hourly basis. There are no products to buy, no accounts to set up; just the time and expertise of an experienced financial advisor to help your loved one chart and maintain their financial course.
A certificate for two or three hours of time is ideal for an interactive face-to-face session. Such a session can be structured in a flexible manner to meet the recipient’s particular needs. It can be tightly focused, to obtain consultation on a particular issue, such as:
Allocating retirement plan contributions among investment choices
Estimating college costs, and how to fund them
Developing a spending and saving plan
Obtaining a second opinion on an investment portfolio
Making a pension lump sum decision
Deciding how much and what type of insurance to buy
Or it could be more broadly defined to help self-directed persons identify and prioritize their overall financial issues and obtain general guidance and potential resources for implementing solutions on their own.
The certificate is the size of a number 10 envelope and is enclosed in an attractive embossed hunter green jacket.
Please call 724-733-2280 or e-mail for more information, or to order your certificate.
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