AMBASSADOR ADVISORS

Tax consulting, business succession planning, business consulting services in the field of business transitions and business succession; Providing a website featuring information in the fields of long-term business strategy development for non-profit and charitable organizations and business succession planning

Financial planning; financial services, namely, wealth management services; financial planning for retirement; financial retirement plan and pension plan consulting services; financial consulting services in the field of planned giving for non-profit and charitable organizations; insurance consulting; estate planning; investment advice; Providing information in the field of employee financial benefit plans concerning insurance and finance; Providing a website featuring information in the fields of financial planning, planned giving for non-profit and charitable organizations, life insurance, investment advice, monitoring financial markets for investment purposes, financial planning for retirement, financial savings advice, financial management of non-profit and charitable organizations; Providing information in the field of employee financial benefit plans, namely, benefits concerning child care, parking, and fitness club memberships

Educational services, namely, conducting classes, workshops, seminars, and lectures in the fields of financial planning, planned giving, insurance, investments, financial market updates, financial planning for retirement, financial savings, financial management of non-profit and charitable organizations, and business succession planning