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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