Maryland SPCA – Shop-a-Paw-Looza 2011
Auction Ends: Oct 25, 2011 09:00 PM EDT

Services

Financial Plan from Partnership Wealth Management

Item Number
219
Estimated Value
1000 USD
Sold
500 USD to cbill5
Number of Bids
17  -  Bid History

Item Description

The item for bid is a financial planning certificate valid for a comprehensive financial plan and two planning sessions. The financial plan can address your goals such as retirement planning, investment strategies, estate & tax strategies, insurance assessment, and can address other goals such as education.

Partnership Wealth Management is an independent financial services company. We specialize in LGBT Planning, Pension Strategies, and Eco-Friendly Investing. We are members of Buy Local Baltimore, Businesses for the Bay, and the only Maryland financial services company to be a member of the EPA's Green Power Partnership.

We are a PET FRIENDLY business. The owner brings his two dogs to work daily, we are the founders of Paws for a Cause annual charity night, and we have been strong supporters of local animal groups.

 

 

Item Special Note

Planning sessions to take place in Baltimore office.  Expires 10/25/2012.  All sales final.

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