PLANNING EVERY STEP OF THE WAY

Administration of employee benefit plans concerning insurance and finance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Estate trust planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of employee financial benefit plans; Strategic financial advisory services