providing online nondownloadable software for developing personalized wealth and tax strategies, developing action items for implementing the tax and wealth strategies, tracking progress of implementation of the tax and wealth strategies, storing documents used in implementing the tax and wealth strategies, calculating cash flow, savings, investment, time and rate of return needed to achieve the tax and wealth strategies, providing access to and tracking courses for developing personalized we...

Providing information and advice in the fields of aligning financial goals with life goals; financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; financial planning; financial planning for retirement

Educational services, namely, home study courses and conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, wealth management strategy, financial planning and retirement planning