RETIREMENT MATTERS

Financial management: namely, consultation on retirement planning, estate planning, asset management, and long term health care; consultation on investments in securities, portfolio management, capital investments, and cash management; retirement planning services involving life insurance, mutual funds, fixed annuities, analysis of post retirement income alternatives, financial asset allocation and management, and long term health care insurance; brokerage services in the field of financial and investment products, namely securities, annuities, mutual funds, and insurance policies