GW GENMARK WEALTH

Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer planning, succession planning, buy/sell liability funding, executive retirement planning and inheritance equalization funding; Insurance consulting in the field of life, disability, annuity, health and long term care insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life insurance industry; Life insurance brokerage; Strategic corporate financial advisory services