THE 5S JOURNEY

Financial services, namely, providing financial assessments, financial planning services, and financial consultation services; financial consultation services, namely, providing customized financial planning services based on specialized assessment of customer needs; financial consulting services in the field of planned charitable monetary giving

Educational services, namely, providing seminars and workshop programs in the field of financial assessments, financial planning, financial consultation, and charitable giving; educational services, namely, providing customer-specific financial training seminars and workshops based on a specialized assessment of the needs of the customers