NAVIGATE YOUR WEALTH WITH CONFIDENCE

Cross marketing and promotional services, namely, matching businesses for purposes of building relationships, referrals and cross marketing; Legal, accounting and wealth advisor services, namely providing an internet website that allows the attorneys, accountants and wealth advisors to obtain information regarding potential customers and their advisory needs and allows customers to obtain advisory services and information about the attorneys, accountants and wealth advisors interested in advising the customers; organizing and hosting virtual educational fairs, events and seminars and offering educational resources to foster financial literacy and assist customers achieve their financial goals.