ALIGN YOUR RESOURCES WITH WHAT MATTERS MOST TO YOU.

Charitable services, namely, organizing, promoting, and developing projects and events to promote awareness of the need for comprehensive financial independence, financial stability, financial health, mental fitness, emotional health, lifestyle wellness, and personal wellness.

Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services, namely, financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Philanthropic services concerning monetary grants to programs and projects conducted by groups and non-profits for activities supporting strengthening and sustaining well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; Financial investments in the nature of providing funding to entities and programs related to strengthening and sustaining well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; Financial investments in entities and programs supporting innovation in the fields of finances, mental health, lifestyle wellness, and personal wellness; Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances.

Conducting workshops and seminars in the fields of finances, mental fitness, emotional health, lifestyle wellness, and personal wellness; Charitable services, namely, developing training for others to promote awareness of the need for comprehensive financial independence and financial stability, namely, financial health, mental and emotional health, lifestyle wellness, and personal wellness.

Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting, providing and receiving information and data in the fields of personal finance, financial planning, retirement planning, investments and tax planning, all via computer and communication networks

Wellness and health-related consulting services for individuals and entities; Wellness counseling in the field of developing, strengthening, and sustaining well-balanced emotional wellness and mental fitness, lifestyle wellness, and personal wellness.

Personal lifestyle consulting services