| Goods and Services | Estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, cash-flow management; Financial advisory and consultancy services, namely, debt elimination planning; Financial advisory and consultancy services, namely, coordination within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial advisory and consultancy services, namely, inter-generational mentoring and multi-generational retreat planning; Financial advisory and consultancy services, namely, inter-generational mentoring; Financial advisory and consultancy services, namely, planning for multi-generational retreats; Financial advisory and consultancy services, namely, saving for college; Financial advisory and consultancy services, namely, student loan payoff planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, defining family vision and principles; Financial planning, namely, estate planning; Financial planning, namely, healthcare planning; Financial planning, namely, saving for college; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating and managing a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity; Financial planning, namely, consultation services to retirees and their heirs; Financial planning, namely, consultation services to young investors; Financial retirement plan consulting services; Financial trust planning; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advice; On-line financial planning services |
