STRATEGIC INVESTMENT SERVICES

Owner

Goods & Services

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

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