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Financial Plan

$650

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Certificate for financial planning from Partnership Wealth Management, LLC. Two appointments are included.

This plan may include the following:

  • Investment Strategies
  • Retirement Planning
  • Tax Planning
  • Insurance Analysis (Life, Disability, & Long-Term Care)
  • Estate Planning Savings Goals

Partnership Wealth Management, LLC, is an independent financial services company that are specialists in helping same-sex couples, educators, and engineers pursue their goals.

We offer custom wealth management advice with creative strategies tailored to our clients' unique financial objectives. Our full-service practice provides investment management, retirement planning, tax strategies, insurance (life, disability, and long-term care), and estate planning strategies.

Donated By Partnership Wealth Management