RETURN ON LIFE WEALTH PARTNERS

Owners

Goods & Services

Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement

Tax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services