GUIDEPLAN

Developing, providing and managing financial wellness programs for businesses, employers, and financial institutions; providing financial wellness, financial literacy and personal finance information services for businesses, employees, and financial institutions for retirement planning

Financial retirement plan consulting services; Providing personal financial information, retirement planning and financial wellness, literacy and education related videos, articles and tools and resources; providing a website featuring personal financial information, retirement planning, and financial wellness, literacy and education related videos, articles, tools and other resources

Educational services, namely, providing financial education in the form of online and non-downloadable videos, online articles and tools and other online educational resources in the fields of personal finance, retirement planning, financial literacy, and financial wellness

Software as a service (SAAS) services featuring software for financial wellness program management and retirement planning; software as a service (SAAS) services featuring software for providing financial wellness programs and retirement planning for businesses, employers and financial institutions; software as a service (SAAS) services featuring software for providing financial wellness, financial literacy, retirement planning, and personal finance services for employers, businesses and financial institutions; software applications, namely, providing temporary use of non-downloadable computer software for transmitting, sharing, storing, receiving, downloading, displaying and transferring content, text, literary works, data, files, documents and electronic works in the fields of personal finance, retirement planning, financial literacy, and financial wellness