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. Partnership Wealth Management has a long history of working with the LBGT community and specializes in pension strategies and socially responsible investing.