PETRARCH

Financial planning services, namely, providing advice and consultation in the fields of retirement planning, real estate investment, budgeting, tax planning, estate planning, and charitable giving; wealth management services; investment management and advisory services primarily focused on securities, retirement assets, and portfolios containing real estate, currency, and commodities; financial consulting services for businesses, namely, advising on the implementation of employee benefit plans and retirement plans; insurance services, namely, providing life insurance, disability insurance, and annuities.