Financial Plan
Item Number: 166
Time Left: CLOSED
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. Partnership Wealth Management is an independent financial services company that specializes in helping LGBT planning, pension strategies, and eco-friendly investing.
Special Instructions
Certificate is valid until April 2, 2018 for first-time clients only of Partnership Wealth Management. Winner must live in a state where Partnerhip Wealth Management has a securities registration. These states include: AK, CA, CT, DC, DE, FL, HI, MD, MI, NJ, NY, PA, RI, SC, TX, VA, and VT. Offices are located in downtown Baltimore, DC, and Alexandria, VA.