POWER 10 ADVISORY PARTNERS

Owner

Goods & Services

Business succession planning; Business planning; Providing business planning information; none of the foregoing to encompass the underwriting, issuance, or administration of annuities

Strategic financial advisory services; Investment advisory services; Financial planning and investment advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial wealth management services; Financial services, namely, wealth management services; Estate planning; Trust services, namely, investment and trust company services; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Consulting services in the field of employee benefit plans concerning insurance and finance; none of the foregoing to encompass the underwriting, issuance, or administration of annuities