ACHIEVING FINANCIAL WELLNESS WITHOUT UNNECESSARY RISK

Estate planning; Financial administration of retirement plans; Financial planning for retirement; Investment services, namely asset acquisition, consultation, development and management services; Financial services in the field of money lending; Financial services in the nature of an investment security; On-line banking services; Financial risk management; Financial risk management consultation; Providing information in insurance matters; Financial investment in the field of stocks, bonds, securities, insurance and equities; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Management of portfolios comprising securities; Mortgaging of securities for others; Providing stock/securities market information; Securities trading and investing services for others via the internet