A PASSION FOR PLANNING

Insurance agencies; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance consultation; Insurance information; Investment advice; Investment brokerage; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment of funds; Advice on finance during retirement; Advice relating to investments; Annuity services, namely, account and investment administration; Commodity investment advice; Financial investment brokerage services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Financial planning for retirement; Individual retirement account services; Investment advice in the fields of retirement planning; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Life insurance brokerage; Mutual fund investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Provision of financial information relating to the finance industry involved in environmentally focused investments