STRATEGIC INVESTMENT SERVICES

Owner

Goods & Services

Educational services, namely, conducting seminars, workshops, webinars, and training programs in the fields of financial planning, investment management, retirement planning, insurance, estate planning, tax planning, and wealth management; providing online non-downloadable educational materials in the field of finance and investments.

Capital investment consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, advising others regarding intellectual property investments; Investment consultation; Investment services, namely, asset acquisition, consultation, development and management services

Business management consulting and advisory services relating to employee retirement plans, compensation structures, profit-sharing plans, money purchase plans, and defined benefit plans; business administration consulting in the field of financial and retirement benefit programs

Legal support services relating to estate planning, trust planning, and legacy planning; providing information in the field of legal insurance services; legal advisory services relating to financial and estate matters