Financial consulting services, namely, providing financial assistance in the form of advice in the field of wealth planning, financial modeling, philanthropic, qualified and non-qualified retirement planning, business succession and estate planning and marketing assistance to accountants, attorneys, financial advisors, life insurance professionals and wholesale distributors of financial products

'account':38 'advic':12 'advisor':41 'assist':7,36 'attorney':39 'busi':29 'consult':2 'distributor':47 'estat':32 'field':15 'financi':1,6,19,40,49 'form':10 'insur':43 'life':42 'market':35 'model':20 'name':4 'non':25 'non-qualifi':24 'philanthrop':21 'plan':18,28,33 'product':50 'profession':44 'provid':5 'qualifi':22,26 'retir':27 'servic':3 'success':30 'wealth':17 'wholesal':46

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