SAVOIRE FINANCIAL

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for managing savings, financial risk, transfer of wealth, education funding, charitable monetary giving, social security optimization, cash, debt, and tax management, Medicare and health insurance consultation, and retirement, investment, estate, and long-term care planning; Financial asset management; Financial planning; Financial services, namely, wealth management services; Insurance brokerage; Insurance consultancy; Investment management

Coaching in the field of business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education; Providing information, news and commentary in the field of current events relating to business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education; Educational services, namely, conducting courses in the field of business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education; Entertainment services, namely, providing podcasts in the field of business, finances, investment, wealth management, insurance, financial planning, taxes, elder care, college education