BLOSSOM

Investment and financial services, namely, financial portfolio management and analysis, asset management in the nature of asset allocation, asset management, private asset management, financial risk planning, estate planning in the nature of retirement income and cash flow planning, financial planning in the field of charitable giving, financial planning in the field of educational expenses; consulting in the fields of finance, real estate investments, capital investments, financial planning, wealth management, financial retirement planning, life insurance, property insurance, long-term care insurance, financial investment in the field of securities, financial investment in the field of agricultural-based securities holdings, and financial valuation; estate planning; investment and financial services, namely, financial planning, investment, and advisory services tailored to wealthy families