providing an interactive website featuring technology that enables users to input information regarding their financial needs and goals and to receive recommendations for financial products, referrals to agents and advisors, and access to financial products, financial planning and estate planning forms and information

'access':32 'advisor':30 'agent':28 'enabl':8 'estat':39 'featur':5 'financi':15,24,34,36 'form':41 'goal':18 'inform':12,43 'input':11 'interact':3 'need':16 'plan':37,40 'product':25,35 'provid':1 'receiv':21 'recommend':22 'referr':26 'regard':13 'technolog':6 'user':9 'websit':4

financial planning services; financial consulting services

'consult':5 'financi':1,4 'plan':2 'servic':3,6

PLANEASY

Owners

Goods & Services