MISSION: ADVICE YOUR STORY. OUR MISSION. FINANCIAL PLANNING & WEALTH MANAGEMENT

Owner

Goods & Services

On-line journals, namely, blogs featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Entertainment services, namely, providing podcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing on-line videos featuring finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management, not downloadable; Entertainment services, namely, providing webcasts in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Providing online non-downloadable e-books in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Educational services, namely, conducting courses and seminars in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management and distribution of course and educational materials in connection therewith; Providing on-line courses of instruction in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management via a website; Providing education courses in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management offered through online, non-downloadable videos and instructor assistance; Providing classes, seminars, workshops, presentations and retreats in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Professional coaching services in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management; Conducting of conferences in the field of finance, personal finance, financial planning, insurance, employee benefits, estate planning, investment advice, education planning, retirement planning, cash flow, and wealth management

Financial planning; Financial planning consultation; Investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial portfolio management; Estate planning; Estate trust planning; Providing information in the field of employee financial benefit plans; Consulting and information concerning insurance; Financial planning for retirement