CHARITABLE ALPHA

Owners

Goods & Services

Advice on finance during retirement; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and research services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Strategic financial advisory services; On-line financial planning services; None of the foregoing include providing scholarships, making donations, consumer-facing philanthropic services, direct philanthropic services, insurance services, annuity services, banking services, or lending services