ADMINISTRATION CONSULTING TOTAL PLAN MANAGEMENT ASSET MANAGEMENT COMMUNICATION & EDUCATION

Shareholder benefit plan record keeping services for others

Consulting and brokerage services for others in the fields of employee benefits, estate planning, insurance and annuities; brokerage services for mutual funds, life insurance and annuities; financial management services in the nature of the management of employee and executive benefit retirement plans for others; investment advisory services; financial planning and financial management services for others; consultation in the administration of compensation and benefit plans, health and welfare plans and qualified and non-qualified retirement plans