INCOMEINSURED

Preparation of financial statements; Preparing financial reports for others; Promotion of financial and insurance services, on behalf of third parties

Financial management via the Internet; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence; Financial portfolio analysis services; Financial risk management; Financial services in the nature of an investment security; 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