Financial Services
Partnership Wealth Management - Comprehensive Financial Planning Services
- Item Number
- 198
- Estimated Value
- 1000 USD
- Sold
- 100 USD to lanabian
- Number of Bids
- 1 - Bid History
Item Description
Is your current advisor providing the best advice for YOUR needs? Make a good investment and bid on this Financial Planning package from Partnership Wealth Management President, Woody Derricks. He can help with: Investment Strategies, Retirement Planning, Tax Planning, Insurance Analysis and Estate Planning.
Item Special Note
Package valid for two planning sessions, and a financial plan. Additional hours available at the regular rate. Does not include investment advisory fees, account fees or other related fees charged through LPL Financial.
This certificate will be mailed to you at the conclusion of the Auction. There will be a $2.50 handling fee associated with your purchase price.
Donated By:
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