ALIGN YOUR TIME AND MONEY WITH YOUR VALUES AND PASSIONS TO LIVE A PURPOSEFUL LIFE. Trademark

Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; fund investment consultation services in the field of retirement accounts; retirement plan administration services, namely, financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; philanthropic services, namely, providing monetary grants to groups and non-profits that offer programs and projects that support, strengthen, and sustain well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; providing financial support to entities that offer programs that support, strengthen and sustain well-balanced finances, mental fitness, lifestyle wellness, and personal wellness; providing financial support to that offer programs that support innovation in the fields of finances, mental health, lifestyle wellness, and personal wellness; financial consulting services for individuals and entities; financial counseling in the field of developing, strengthening, and sustaining well-balanced finances

Personal lifestyle consulting services

Charitable services, namely, organizing and developing projects and events to promote awareness of the need for comprehensive financial independence, financial stability, financial health, mental fitness, emotional health, lifestyle wellness, and personal wellness; promoting the projects and events of others to promote awareness of the need for comprehensive financial independence, financial stability, financial health, mental fitness, emotional health, lifestyle wellness, and personal wellness

Wellness and health-related consulting services for individuals and entities; wellness counseling in the field of developing, strengthening, and sustaining well-balanced emotional wellness and mental fitness, lifestyle wellness, and personal wellness

Providing temporary use of non-downloadable computer software and applications for performing financial queries and transactions, and for storing, modifying, transmitting, providing, and receiving information and data in the fields of personal finance, financial planning, retirement planning, investments, and tax planning, all via computer and communication networks

Conducting workshops and seminars in the fields of finances, mental fitness, emotional health, lifestyle wellness, and personal wellness; developing training for others to promote awareness of the need for comprehensive financial independence, financial stability, financial health, mental and emotional health, lifestyle wellness, and personal wellness