FINANCIAL PLAYMAKER

Business management and consulting services in the fields of financial planning and coordination of professional services; providing outsourced CFO services; strategic coordination of legal, tax, insurance, and financial professionals on behalf of clients.

Financial planning and investment advisory services; providing financial consultation in the fields of retirement planning, wealth management, estate planning, and tax-efficient investment strategies; insurance consultation and brokerage services; financial portfolio analysis and management.

Educational services, namely, conducting seminars, webinars, workshops, and online courses in the field of personal finance, financial planning, tax strategies, and investment management.