Financial services, namely, investment advisor services; Financial services, namely, wealth management services; Financial asset management, namely, financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; Financial asset management for others and financial planning services; Financial asset management for others via investment portfolio and investment model design and financial investment portfolio management by trading and rebalancing portfolios. | Educational services, namely, the provision of life coaching and instruction in the field of life choices, stewardship, and purpose giving.
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; asset management for others via creating asset allocation models to aid in business efficiency, performance, diversification and risk reduction; business consulting; business development services, namely, strategic partner development; business succession planning | Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, educational services, namely, the provision of life coaching and instruction to the clients of IARs and RIA firms concerning such topics as life choices, stewardship, purpose giving, family planning and support, foundation formation, promise keeping and legacy | Providing an internet website portal for clients that features technology to facilitate and illustrate financial and life planning processes to clients
Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, financial planning, estate planning, legacy planning being family heritage, philanthropy, values and wealth, charitable/generosity planning as a financial planning services and impact investing in private and public assets
Provision of services to employed, contracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, educational services, namely, the provision of life coaching and instruction to the clients of affiliated IARs and RIA firms concerning such topics as life choices, stewardship, purpose giving, family planning and support, foundation formation, promise keeping and legacy, educational programs and initiatives being seminars and workshops regarding biblically-based investments and investment opportunities; Provision of services to employed, contracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, financial services, namely, investment advisor services; wealth management services; financial asset allocation, cash flow management, investment consultation, and investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; support services, namely, financial asset management support for others, financial planning support services; asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, identification of biblically-based and sound investments and investment opportunities for offering to end clients, financial planning, estate planning, legacy planning being family heritage, philanthropy, values and wealth, charitable/generosity planning as a financial planning services and impact investing in private and public assets; Provision of services to employed, contracted and/or affiliated investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; business consulting; business development services, namely, strategic partner development, provision of back-office and management services being office administration, provision of compliance tracking and management services for business purposes; business succession planning
Business Management Assistance and Secretarial Services primarily for Financial Planners, namely word processing and typing of general correspondence, letters, bids, proposals, and reports; database management and maintenance; direct mail and mail merge; photocopying, scanning and PDF production; assembly of correspondence and marketing materials; scheduling travel arrangements; arranging conference and teleconferences (but not providing conference rooms); managing e-mail, fax, and telephone communications for others; billing and invoicing; proofreading; and bookkeeping
