RETURN ON LIFE WEALTH PARTNERS

Tax and taxation planning, advice, information and consultancy services; tax preparation; Providing office support staff services

Financial planning, namely, wealth planning and advice, estate planning, retirement planning, financing services and advice, financial management, cash management, investment advisory services, financial investment brokerage services; financial consultation for families with a focus on continuity of financial goals and personal values; providing fiduciary representative services in the field of investment management of corporate retirement plans ; insurance consultation planning services, and information in the field of financial and wealth planning and advice; financial planning in the field of education; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; private financial planning and investment planning services for families; advice and consultation in the field of financial planning for business exit from early stages through retirement