SHIFT FINANCIAL GROUP

Owners

Goods & Services

[ Consulting and information concerning insurance; ] financial advice, namely, budget planning; financial consultancy [ and insurance consultancy ] ; [ financial evaluation for insurance purposes; ] financial planning; financial planning and investment advisory services; financial planning consultation; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting [ , as well as life, disability, and long-term care insurance, ] as well as portfolio investment analysis and management; financial portfolio analysis services; financial portfolio management; insurance administration; [ insurance administration in the field of life, disability, and long-term care; insurance and financial information and consultancy services; insurance consultation; insurance information; insurance information and consultancy; ] management of portfolios of transferable securities; management of securities portfolios