EMPRESS INVESTMENT GROUP

Financial services, namely, financial planning, investment advisory and portfolio management services; wealth management services; financial consulting in the fields of retirement planning, estate and legacy planning, and tax-efficient investment strategies; insurance consulting and brokerage services in the field of life, disability, and long-term care insurance; providing information and advice regarding individual retirement accounts (IRAs), Roth IRAs, and 401(k) plans; financial administration of college savings plans; fiduciary financial services; asset protection consulting; financial risk assessment and management services; financial analysis and consultation; development of customized financial strategies to achieve personal and business financial goals