ADULTING WITH ASSETS

Owners

Goods & Services

Financial advisory services; Financial portfolio analysis services; Strategic financial advisory services; Financial wealth management services; Providing financial advisory services; Financial retirement plan consulting services; Financial advice and consultancy services; Financial planning and investment advisory services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning; Financial planning consultation; Financial planning for retirement; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence