INFORMATION EDUCATION ADVICE ADVOCACY

Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial management; Financial management of employee pension plans; Financial management of reimbursement payments for others