COPIA WEALTH MANAGEMENT & INSURANCE SERVICES

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, assisting clients in devising ways to save monies for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; Insurance administration; Insurance brokerage; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance services, namely, insurance eligibility review and verification and consultation in the financial planning industry; Consulting and information concerning insurance; Financial evaluation for insurance purposes; On-line financial planning services; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing information in insurance matters