GET THE RIGHT INFORMATION TO THE RIGHT PEOPLE AT THE RIGHT TIME

Providing a web site featuring technology that allows users to upload, exchange, store and share data and documents with others and to create and manage plans for financial planning, retirement planning, estate planning, and insurance planning, and for managing intergenerational issues and strengthening family relationships; Providing a web site featuring technology that allows users to share data and documents and to communicate with family members and advisors, namely, financial advisors, lawyers, life insurance agents and accountants; Computer services, namely, providing an interactive web site featuring technology that allows users to collect, store, manage, deliver and showcase electronic and paper-based content