CELEBRATION WEALTH

Owner

Goods & Services

Financial planning for retirement; Estate planning; Cash management; Financial advice, namely, budget planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management; Financial management for businesses; Financial planning, namely, strategies for complex estate planning, family wealth planning, legacy and multigenerational planning and gifting, tax planning strategies, asset allocation, investment planning, executive benefits and compensation planning, strategies for multiple income sources, and coordination with other professional resources; Financial advisory and consultancy services, namely, providing advice and consultancy regarding cash flow and budgets, education savings, major purchase goals, retirement savings, retirement income, protection needs, estate and multigenerational planning strategies, small business and closely held business planning, business succession planning, tax planning strategies, and executive benefits and compensation; Investment advice in the fields of retirement, individual investments, insurance, annuities, and small business investments; Financial services, namely, wealth management services; Investment management; Financial portfolio management; Financial risk management consultation; Insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Family office investment advisory services; Providing information in the field of employee financial benefit plans; Wealth transfer planning; Providing information in the field of personal finance