BERNICKE WEALTH MANAGEMENT

Newsletters, brochures, and informational sheets in the field of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management, and insurance planning

Tax and taxation planning, information and consultancy services

Financial services, namely, financial planning, investment management, financial risk management, and estate planning services; financial information and advisory services; financial planning for retirement; financial consultancy and insurance consultancy; financial services, namely, wealth management services; financial retirement plan consulting services; investment advisory services

Educational services, namely, providing classes, seminars, workshops, webinars and presentations in the fields of financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, financial risk management, and distribution of educational materials in connection therewith; online electronic newsletters delivered by email in the fields of financial planning, investments, estate planning, retirement planning, tax planning, financial risk management and insurance planning