ONE OAK WEALTH MANAGEMENT

Tax and taxation planning, advice, information, and consultancy services

Advice relating to investments; Investment of funds; Mutual funds and capital investment; Information, advisory, consultancy and financial research services relating to finance and investments; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Brokerage services for stocks and bonds; 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 planning for retirement; Individual retirement account services; Underwriting, issuance and administration of annuities; Investment management of and distribution of annuities; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance services, namely, underwriting, issuing and administration of life insurance; Insurance consultation; Insurance brokerage; Estate planning