Friends of Patterson Park – Patterson Park Wine at Sunset Silent Auction 2019
Auction Ends: May 23, 2019 08:15 PM EDT

Services

Financial Plan

Item Number
111
Estimated Value
1000 USD
Sold
132 USD to jr6509a62
Number of Bids
5  -  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. As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them make the most of their investments. At Partnership Wealth Management, we have a long history of working with the LGBT community. We also specialize in Pension Strategies & Socially-Responsible Investing. Limitations: Good for up to one year after event date & valid for first-time clients of Partnership Wealth Management only. Partnership Wealth Management is not registered in NE, NH, LA, or TX; therefore, residents of those states cannot bid on the auction item.

Item Special Note

Retail Value: $1,000 (suggest $100 minimum starting bid)