C CORDANT

Owners

Goods & Services

Tax consultation; Tax advisory services; Tax and taxation planning, advice, information, and consultancy services

Insurance planning consultation and advisory services in the nature of plans for insurance purchases and administration, namely, health insurance planning, life insurance planning, disability insurance planning, long-term care insurance planning, critical illness insurance planning; Estate planning consultation and advisory services; Financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial services, namely, financial advice and consultancy, and financial asset management; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; On-line financial planning services; Financial risk management; Financial planning in the nature of pension planning services, social security planning, profit sharing planning consultation, estate trust management and planning, financial planning for education, financial consultation and administration of retirement plans, financial consultation and administration of annuity and deferred compensation plans; Investment management; Investment advisory services; Investment planning in the nature of investment consultation; Investment services, namely, initiation of investment of funds for others and investment management in the field of savings funds, retirement funds, college savings programs, fixed annuities, and variable annuities