THE FAMILY SUCCESSION PLAN
Filed: May 25, 2017
Financial planning consultation
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87463872
THE BUCKET PLAN NOW SOON LATER $ $ $ SAFE + LIQUID CONSERVATIVE + INCOME LONG TERM GROWTH + LEGACY PLANNING BEST INTEREST PROCESS
Filed: May 25, 2017
Financial planning consultation
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87464055
THE HOLISTIC PLANNING PROCESS CLARITY 2 PROSPERITY
Education services, namely, providing documents and training to financial advisors regarding estate planning
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87464332
LINKS 2 SUCCESS
Filed: May 25, 2017
Education services, namely, training financial advisors how to use the hobby of golf to identify and attract potential clients…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87464498
THE FAMILY ESTATE ORGANIZER
Filed: May 25, 2017
Financial planning consultation
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87464571
THE REFERRAL EXPERIENCE
Filed: May 25, 2017
Education services, namely, training financial advisors how to use existing clients to identify and attract potential future…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87464655
ATTORNEY ADVISOR ALLIANCE
Filed: May 25, 2017
Education services, namely, training financial advisors how to work with attorneys to identify and attract potential future…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 87464997
RAIN MAKER MULTIPLIER
Filed: April 8, 2019
Educational services, namely, conducting classes, seminars, conferences and workshops in the field of financial planning…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88375961
BEST INTEREST PROCESS CERTIFIED
Filed: July 17, 2019
Financial planning consultation
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88519056
BIPC
Filed: July 17, 2019
Financial planning consultation
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88519082
THE TAX PRACTICE BUILDER
Filed: October 3, 2019
Education services, namely, providing live and on-line, nondownloadable e-learning modules, seminars and webinars in the…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88641541
THE TAX CLIENT CONVERSION
Filed: October 3, 2019
Education services, namely, providing live and on-line, nondownloadable e-learning modules, seminars and webinars in the…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88641555
RIGHTFIT ADVISOR
Filed: January 25, 2020
Business consultancy to financial advisors pertaining to searching for, interviewing, hiring, onboarding, training and managing…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88773312
BUCKET PLAN CERTIFIED
Filed: April 8, 2020
Business consultancy and education services to financial advisors pertaining to asset position philosophy and examination…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88864348
BUCKETPLANNING
Filed: April 24, 2020
Financial planning
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 88886594
BPC
Filed: August 7, 2020
Financial planning services
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 90099629
THE $100 MILLION CLUB
Filed: January 5, 2021
Membership club services, namely, providing training to members via live meetings, conference calls, workbooks and summary…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 90448118
THE 3 COLOR SCHEDULING SYSTEM
Filed: May 7, 2021
Educational services, namely, training financial advisors in the field of time management
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 90696578
RESPONSIBILITY AGREEMENTS & POSITION CONTRACTS
Filed: April 18, 2022
Educational services, namely, providing e-learning modules, seminars, and webinars in the field of financial planning to…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 97368618
ADVISOR CAREER PATH & COMPENSATION
Filed: August 7, 2023
Educational services, namely, providing live and on-line classes, seminars and workshops in the fields of financial planning…
Owned by: Clarity 2 Prosperity, LLC
Serial Number: 98119924
