Financial planning consultation; Financial services, namely, wealth management services; Providing a website featuring non-downloadable videos in the field of financial planning

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Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

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A series of books and written articles in the field of estate and legacy planning

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ROADMAP TO PEACE OF MIND

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Goods & Services