Center Stage – 2014 Baltimore Sun Online Auction for Center Stage
Auction Ends: Feb 23, 2014 10:00 PM EST

Services

Financial Plan

Item Number
49
Estimated Value
1000 USD
Sold
200 USD to Jan3291
Number of Bids
1  -  Bid History

Item Description

This comprehensive financial plan includes two sessions with Woody Derricks, CFP, Accredited Domestic Partnership Advisor at Partnership Wealth Management offices in Fells Point. These sessions will address retirement goals, investment strategies, estate and tax strategies, insurance, education, and other goals. Partnership Wealth Management is an independent financial services company that specializes in LGBT planning, pension strategies, and eco-friendly investing.

Item Special Note

Appointments are also available in Alexandria, VA, and Washington, DC. Expires February 2015.

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