P-1 FINANCIAL PLANNING & WEALTH STRATEGIES Trademark

Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial retirement plan consulting services; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Financial consultancy in the field of planned donations for non-profit and charitable organisations; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organizations; Financial consultancy services in the field of planned donations for non-profit and charitable organisations; Providing information in the field of employee financial benefit plans