WEALTH BEYOND FINANCIAL

Owner

Goods & Services

Financial planning, namely, financial and investment planning ADVISORY SERVICES and FINANCIAL management for individuals and families and businesses; Financial advisors, NAMELY, financial advisory and consultancy services; Fee-only Registered Investment Advisory Firm, NAMELY, investment advisory services; Financial planning and consultation; Investment services consisting of advisory and management services of corporate 401k accounts, NAMELY, investment advisory services and investment management services in the field of corporate 401k accounts; Holistic goal oriented collaborative approach to wealth management, NAMELY, wealth management services; Multigenerational approach, NAMELY, financial trust administration; Legacy planning, endowments, trusts, NAMELY, financial trust planning; Insurance consultation

Tax consultation; Assistance for clients with achieving total wellness, beyond financial, through partnering and referrals with trusted outside third party consultants in related areas, namely, life coaching, business coaching, wellness through exercise, healthy dietary practices and spiritual guidance, NAMELY, referrals in the fields of life coaching, business management, health and wellness