FOUNDERS CORE8 FORMULA

Tax planning

Financial advisory and consultancy services; Financial services, namely, wealth management services; Financial risk management consultation; Financial asset management; Financial planning and investment advisory services; Financial advice; Investment management; Financial planning advice relating to investments and wealth management; Investment services, namely, financial asset allocation, cash flow management, investment consultation, andinvestment management services; Financial advisory and consultancy services for individuals and families for financial wealth planning purposes; Financial planning for retirement, business transition, education, estate planning, and charitable giving; Investment advisory services, namely, Registered Investment Advisor (RIA) services