Financial advisory and consultancy services, namely, creating financial plans, preserving government benefits, structure assets for long-term care, medical care and estate planning for people with disabilities

'advisori':2 'asset':14 'benefit':12 'care':19,21 'consult':4 'creat':7 'disabl':28 'estat':23 'financi':1,8 'govern':11 'long':17 'long-term':16 'medic':20 'name':6 'peopl':26 'plan':9,24 'preserv':10 'servic':5 'structur':13 'term':18

Education services, namely, providing online courses, speaking engagements, conferences, instruction and facilitation in the field of financial planning for people with disabilities

'confer':9 'cours':6 'disabl':22 'educ':1 'engag':8 'facilit':12 'field':15 'financi':17 'instruct':10 'name':3 'onlin':5 'peopl':20 'plan':18 'provid':4 'servic':2 'speak':7

SPECIAL NEEDS PLANNING MADE SIMPLE

Owner

Goods & Services