FINANCIAL PLANNING FOR ALL FOUR QUARTERS

Financial services, namely, providing information and advising for pre-retirement, retirement and post-retirement planning, investment consultation and advice, investment brokerage, investment planning and management, investment of funds for others; banking; insurance brokerage; brokerage in the field of annuities, mutual funds, stocks, bonds, reverse mortgages, commodities; estate planning services; information services, namely, providing pre-retirement, retirement, and post-retirement planning information