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)
Donated By:
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