Services
Financial Plan
- Item Number
- 181
- Estimated Value
- 1000 USD
- Sold
- 315 USD to mbd380453
- Number of Bids
- 11 - Bid History
Item Description
You are bidding on a comprehensive financial plan and two planning sessions. The financial plan can address your needs such as retirement planning, investment strategies, estate and tax strategies, insurance assessment, and can target educational and other goals.
As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing clients with financial planning and wealth management services to help them make the most of their investments. At Partnership Wealth Management, they have a long history of working with the LBGT community and specialize in pension strategies and socially-responsible investing.
Item Special Note
Certificate is valid until February 25, 2019 for first-time clients only of Partnership Wealth Management. Partnership Wealth Management is not registered in NE, NH, LA, or TX; therefore, residents of those states cannot bid on this item. Offices are located in downtown Baltimore, DC, and Alexandria, VA.
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