Charitable Giving as Part of Your Financial Planning

Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable giving whether giving to a local non-profit or their place of worship.

RetirementGeeks has had the pleasure of donating to multiple charitable organizations including Junior Achievement, Girls on the Run, Community Music School and Community Workforce Solutions.