Financial planning and investment advisory services

Financial Planning

Education services, namely in the field of financial counseling to the wealthy

Financial affairs and monetary affairs, namely, financial information, management and analysis services; Insurance consultation; Insurance information; Providing information in the field of real estate via the Internet; Real estate consultation

Coaching in the field of business using Human Design and Gene Keys to activate the seeds of wealth coded within each human being to create a life of wealth, abundance and opulence; Money coaching services; Business training in the field of business using Human Design and Gene Keys to activate the seeds of wealth coded within each human being to create a life of wealth, abundance and opulence; Personal coaching services in the field of business using Human Design and Gene Keys to activate the ...

Financial advisory services; Financial consultancy services; Financial consultation; Financial information; Financial management; Financial planning; Financial planning consultation

Estate, tax and business succession planning

Platform as a service (PAAS) services featuring computer software platforms for investment planning and wealth management

FINANCIAL SERVICES, NAMELY, INVESTMENT ADVISORY AND MANAGEMENT SERVICES

Stuffed and plush toys; Tabletop games

Educational services, namely, conducting on-line and telephonic instruction in the field of finance; training services in the field of finance

Business consulting for family businesses and closely-held businesses featuring business transition, family wealth, and succession planning; marketing consulting for businesses serving higher net worth individuals and families, family businesses and closely-held businesses

Providing economic information on aggregated economic data from investment funds and separate accounts of high net worth individuals for the purposes of economic forecasting and analysis

Publication of aggregated economic data of high net worth individuals for use by others

Registered Investment Advisor, Investment Advisory, Investment Management, Retirement Savings

Footwear; Headwear; Socks; Bottoms as clothing; Tops as clothing

Arranging and conducting of educational seminars in the field of real estate sales and investment; Education services, namely, mentoring in the field of real estate sales and investment; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of real estate sales and investment; Education services, namely, providing on-line seminars and classes in the field of real estate sales and investment; Education services, namely, providing seminars and c...

Financial affairs and monetary affairs, namely, financial information, management and analysis services

Personal concierge services for others comprising making requested personal arrangements and reservations, running errands and providing customer specific information to meet individual needs, all rendered in business establishments, office buildings, hotels, residential complexes and homes

Providing financial asset management services

Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial services, namely, investment advice, investment management, wealth management and asset management; investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial advice and consultancy services; Financial services, namely, wealth management services and personal financ...

Software as a service (SAAS) services featuring software for automated financial trading and accounting; Software as a service (SAAS) services featuring software for communication, management, and automation of client and financial information in the field of asset and wealth management; Software as a service (SAAS) services featuring software for measurement and reporting of financial data in the field of asset and wealth management; Software as a service (SAAS) services featuring software f...

Financial planning, business succession planning, asset protection, investment analysis and estate planning services.

Wealth Management and Financial Planning Services

Personal coaching services in the field of wealth management, family culture, executive leadership and business training

Insurance agencies

All financial planning services,including; Integrated financial planning and consulting Estate planning Company benefits analysis and planning

insurance brokerage and insurance agencies in the field of health, life and group life

MARKETING AND SALE OF LIFE INSURANCE PRODUCTS AND RELATED SERVICES

Financial advice; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Investment advice; Investment consultancy; Investment consultation; Investment management; Fiscal valuations and assessments

Financial advice; Financial analyses; Financial analysis; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and evaluations; Financial management; Financial planning; Financial planning for retirement; Financial research; Financial valuations

Financial services, namely, wealth management services

Financial advice; Financial analyses; Financial analysis; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial planning consultation; Financial research; Financial trust planning; Financial valuations

Educational services, namely, conducting classes in the field of financial planning and distribution of course and educational materials in connection therewith 

financial services, namely, investment management services and portfolio management services

Entertainment services, namely, providing an ongoing educational radio program in the field of financial planning for retirement

Education services, namely, providing classes, workshops and seminars on a ship in the field of finance

Wealth Cruise

Investment brokerage; Securities brokerage; Stock brokerage; Advice relating to investments; Capital investment services; Equity capital investment; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Fund investment consultation; Investment advice; Investment advisory services; Investment of funds for others; Providing information and advice in the field ...

financial planning consultation

Financial analysis and consultation; Financial consultation

life insurance, annuities, IRA, investment allocation services

life insurance, annuities, IRA, investment allocation services

life insurance, annuities, IRA, investment allocation services

Educational services, namely, providing online instruction in the field of wealth building and fatherhood via an online website; Providing a website featuring non-downloadable articles in the field of wealth building and fatherhood utilizing devotionals; Providing a website featuring non-downloadable videos in the field of wealth building and fatherhood utilizing devotionals; Providing a website featuring non-downloadable publications in the nature of articles and blogs in the field of wealth...

Financial planning and investment advisory services

Providing information and advice regarding financial, investment and banking matters; providing an online computer database in the field of financial, banking, securities, retirement and insurance information for use in financial planning and analysis; financial analysis and consultation services; estate planning; insurance underwriting and brokerage services in the fields of life, property and casualty, disability, long term care, and annuities; and securities and commodities trading for oth...

financial plans in the form of reports

Consulting services in the field of retirement planning, financial planning, investment management, financial risk management, insurance consulting

Financial services, namely, wealth management services