RETIREMENT PATH

Advice relating to investments; Capital investment consultation; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Securities trading and investing services for others via the internet; Financial administration of retirement plans; Financial planning for retirement