WEALTHBYDESIGN

Financial advice and consultancy services; Credit and financial consultation; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial management; Financial planning; Financial planning for retirement; Providing financial information; Providing financial consultancy for long term planning including 401k, IRAs; Strategic financial advisory services; Financial risk assessment services