HIGH END WEALTH MANAGEMENT WITH A FAMILY FEEL

Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate and trust planning; financial trust planning; financial consultations in the field of portfolio management and planning; online financial planning services; financial planning and services, namely, wealth management services; mutual fund planning and advisory services; hedge fund investment services; financial advisory and consultancy services; debt and expense counseling and management services; financial management of pension planning and rollover refinancing or reinvestment; investment advice and consulting; financial risk assessment services; financial services, namely, broker/dealer services in the field of stocks, bonds, mutual funds, and exchange traded funds; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes