MY FAMILY CFO
Customized financial service offering, which includes all aspects of financial planning, asset management, and broader life…
Owned by: Breneman Winbush & Associates LLP
Serial Number: 77574518
GOALCHECK
A customized financial service providing financial/investment second opinions, analysis, and research, namely, customized…
Owned by: Breneman Winbush & Associates LLP
Serial Number: 77574535
GROWSAFE ASSET MANAGEMENT
Financial services in the nature of a service-oriented investment process geared to manage assets in a risk-adjusted manner…
Owned by: Breneman Winbush & Associates LLP
Serial Number: 77574555
WITY DISCUSSION
Financial services, namely, providing the initial step in a customized financial planning process, which includes a thorough…
Owned by: Breneman Winbush & Associates LLP
Serial Number: 77574570
LIFESTAGE PLANNING
A personalized investment planning process based on the client's lifestage and future goals, namely, planning and investment…
Owned by: Breneman Winbush & Associates LLP
Serial Number: 77574600
