FINANCIAL ADVICE FOR LIFE

Business succession planning

Administration of employee benefit plans; Administration of employee pension plans; Administration of employee welfare benefit plans; Administration of pre-paid health care plans; Estate planning; Financial analysis and consultation; Financial consultation; Financial planning; Financial planning consultation; Financial portfolio management; Financial research; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services