CREATIVE PLANNING

Business valuation services; business appraisal services

Financial trust administration; estate trust management; Investment management in field of qualified plans; insurance consultancy services, namely, providing advice in the field of property and casualty insurance; strategic corporate financial advisory services

Education services, namely, providing non-downloadable webinars in field of financial planning, investment management, college savings, estate planning, probate, trusts, foundations, and taxes; on-line journals, namely, blogs featuring financial planning and investment management; educational services, namely, providing on-line podcasts in the fields of financial, investment and tax advice