FOCUS PARTNERS RETIREMENT SOLUTIONS

Consulting services, namely, providing practice management, investment modeling, and back-office support in the fields of financial planning and wealth management; business advice; tax planning services

Financial services, namely, wealth management services; financial planning for retirement; investment advice; financial retirement plan consulting services; financial administration of retirement plans; estate planning consultation; professional financial development services in the nature of financial planning, investment management, and wealth management; trading in securities

Education services in the field of financial counseling through conducting seminars and workshops