SS

Owners

Goods & Services

Business planning; Business succession planning

Estate planning; Financial planning and investment advisory services; Financial planning, namely, advisory services for individuals in the field of asset management, college education planning, retirement planning, insurance planning, portfolio planning; Advice on finance during retirement; 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; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning for retirement; Providing counseling and consulting in the field of healthcare insurance benefits