PEOPLE DRIVEN. OUTCOME FOCUSED.

Owners

Goods & Services

Financial administration of qualified and non-qualified retirement plans and investment platforms; financial retirement plan consulting; financial services, namely, providing financial advisory services and programs to advisors, employers and their employees, namely, analysis, advice, and recommendations on investment, products, retirement and life-event planning for financial investment purposes; providing online-financial services for advisors, employers and their employees, namely, providing an Internet website portal featuring financial information relating to personal accounts, providing financial information via global computer network and Internet, and providing on-line financial calculators; providing a web site featuring information in the field of fiduciary due diligence; providing a web site featuring information in the field of financial literacy

Consultation services in the business management of financial advisory practices; providing a web site featuring information in the field of business management of financial advisory practices

Education services, namely, classes, workshops, non-downloadable webinars, in the field of fiduciary due diligence and financial advisor practice management, and distribution of course materials in connection therewith in printed and electronic format; education services, namely, classes, workshops, non-downloadable webinars in the field of financial literacy, and distribution of course materials in connection therewith in printed and electronic format