Financial services, namely, providing financial assessments, financial planning services, and financial consultation services; financial consultation services, namely, providing customized financial planning services based on specialized assessment of customer needs; financial consulting services in the field of planned charitable monetary giving

'assess':6,26 'base':23 'charit':38 'consult':12,15,31 'custom':19,28 'field':35 'financi':1,5,7,11,14,20,30 'give':40 'monetari':39 'name':3,17 'need':29 'plan':8,21,37 'provid':4,18 'servic':2,9,13,16,22,32 'special':25

Educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, providing customer-specific financial training seminars and workshops based on a specialized assessment of the needs of the customers

'assess':14,38 'base':34 'charit':20 'consult':18 'custom':27,44 'customer-specif':26 'educ':1,22 'field':11 'financi':13,15,17,29 'give':21 'name':3,24 'need':41 'plan':16 'program':8 'provid':4,25 'seminar':5,31 'servic':2,23 'special':37 'specif':28 'train':30 'workshop':7,33

THE 5S JOURNEY

Owners

Goods & Services