PASSION FOR THE HUMAN FACTOR

Financial advice and consulting services; financial planning for retirement; estate planning; investment advisory services; financial risk management advisory services; providing advice in the areas of life insurance, disability insurance, and long term care insurance; providing an Internet web site portal offering online access to account information and financial statements; providing a web site featuring financial information and news in the field of finance, wealth management and business financial strategies; financial advice and planning services for individuals and families in the field of non-traditional financial, investment, lifestyle, and retirement planning, and financial goal setting; wealth management services; financial counseling and coaching services based on life goals; financial lifestyle consulting and advisory services; tax planning, advice, information and consultancy services