DIVERSIFICATION IS YOUR ONLY SAFETY

Providing financial advisory services, namely, strategic asset allocation, financial manager selection and review, consolidated financial reporting and monitoring, cash flow planning, elder care planning, financial planning, retirement planning, estate and tax planning, risk management and asset protection, wealth transfer services, financial planning services in the nature of developing and managing investments on behalf of wealthy individuals or families, financial services in the nature of coordination of investment portfolio maintenance, trading, and rebalancing