IT'S NOT ABOUT THE MONEY, IT'S ABOUT THE PROBLEMS THE MONEY WILL SOLVE

Issuance of life insurance; Financial planning; Financial planning for retirement; Estate planning; College counseling services, namely, assisting students in applying for scholarships and financial aid; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; 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