SAVVY IRA PLANNING

providing on-line non-downloadable software for IRA planning; providing temporary use of a web-based software application for providing customizable reports in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of financial planning; providing non-downloadable educational software featuring instruction and training in the field of IRA planning and retirement benefits; software as a service (SaaS) services featuring software that runs algorithms for assisting clients in developing IRA planning strategies