Software as a service services featuring software for providing user-specific evaluation of goals and priorities for planning, the integration of finance, business, investments, and holistic strategic development for personal, institutional, and generational life planning, all of the foregoing in the field of finance.

Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications; Computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information; Computer software for use in customer relationship management (CRM); Computer software platforms for use in communication, distribution and collaboration between the adv...

WealthMap Elite is a computer software program that specializes in retirement income planning using a lockbox approach

ACCOUNTING SERVICES; BOOKKEEPING; PAYROLL PREPARATION; TAX FILING SERVICES; TAX PREPARATION