Financial planning and insurance services, namely, consultation services in the field of integrating tax, investment, asset protection, and wealth transfer in one platform

'asset':16 'consult':7 'field':11 'financi':1 'insur':4 'integr':13 'invest':15 'name':6 'one':22 'plan':2 'platform':23 'protect':17 'servic':5,8 'tax':14 'transfer':20 'wealth':19

Platform as a service featuring computer software platforms for aiding in the execution of an integrated plan online with monitoring and management plan execution support in the field of wealth integration

'aid':10 'comput':6 'execut':13,24 'featur':5 'field':28 'integr':16,31 'manag':22 'monitor':20 'onlin':18 'plan':17,23 'platform':1,8 'servic':4 'softwar':7 'support':25 'wealth':30

Education services, namely, conducting workshops, seminars, and online webinars in the field of integrating taxes, investment asset protection, and income generation in one holistic platform

'asset':17 'conduct':4 'educ':1 'field':12 'generat':21 'holist':24 'incom':20 'integr':14 'invest':16 'name':3 'one':23 'onlin':8 'platform':25 'protect':18 'seminar':6 'servic':2 'tax':15 'webinar':9 'workshop':5

THE INTEGRATED WEALTH BLUEPRINT

Owners

Goods & Services