| PLAN SMART RETIRE SMART STRATEGIC FINANCIAL GROUP LLC
87015751 27 Apr 2016 | on 07 Jun 2023
| Financial planning and investment advisory services; Financial plannin... Class 036 Class 036 Insurance & Financial Services "PLAN" AND "RETIRE" | | | SFG LIBERTY PORTFOLIOS WITH ENHANCED REBAL Strategic Financial Group LLC
98181325 15 Sep 2023 | on 11 Sep 2024 | Financial planning and investment advisory services Class 036 Class 036 Insurance & Financial Services Financial planning and investment advisory services | | | NAVIGATING ABUNDANCE Strategic Financial Group, LLC
97936416 15 May 2023 | on 07 May 2024 | Estate planning; Financial planning; Financial planning consultation; ... Class 036 Class 036 Insurance & Financial Services Estate planning; Financial planning; Financial planning consultation; Investment advice; Investment consultation; Investment of funds for charitable purposes; Philanthropy consultation relating to charitable fundraising; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing on-line information in the field of charitable monetary giving through financial and estate planning | |