PLAN AHEAD. GET AHEAD.

tax consulting services

annuities underwriting and payment of annuities; funds investment; trust and custodial services for retirement plans, namely, investment services in the field of mutual funds and individual retirement accounts; administration of employee pension plans; financial services in the nature of an investment security; administration services of insurance in the fields of life, [ health, ] disability, dental, prescription drug, vision and accidental death and dismemberment; administration services for deferred compensation benefit plans, profit sharing plans, cafeteria plans and other employee benefit plans; banking services; consumer loan financing; pension plan consulting; estate planning; financial planning; [ mortgage banking services; ] residential and commercial mortgage lending; [ mortgage brokerage; ] maintaining real estate mortgage escrow accounts; real estate investment services; real estate management; leasing of commercial real estate; financial investment in the field of real estate development

educational services, namely, conducting seminars in the fields of insurance, employee benefits, retirement planning, financial management investments, tax strategizing, asset accumulation/distribution and estate planning