Tax preparation services; Conducting and administering a program for enabling participants to obtain discounts on products and services

'administ':6 'conduct':4 'discount':14 'enabl':10 'obtain':13 'particip':11 'prepar':2 'product':16 'program':8 'servic':3,18 'tax':1

Life coaching services in the field of financial planning and financial wellness

'coach':2 'field':6 'financi':8,11 'life':1 'plan':9 'servic':3 'well':12

Advisory services in the field of estate planning; Advisory services in the field of insurance, namely, providing individual members with guidance on the selection of health, disability, life, and property and casualty insurance within the context of a personal wealth management and financial planning strategy

'advisori':1,9 'casualti':32 'context':36 'disabl':27 'estat':7 'field':5,13 'financi':43 'guidanc':21 'health':26 'individu':18 'insur':15,33 'life':28 'manag':41 'member':19 'name':16 'person':39 'plan':8,44 'properti':30 'provid':17 'select':24 'servic':2,10 'strategi':45 'wealth':40 'within':34

FACET

Owners

Goods & Services