SIMPLIFY, EDUCATE, ADVISE

Brokerage in the field of insurance; Financial consultation; Financial evaluation for insurance purposes; Financial management; Financial planning; Financial planning consultation; Financial portfolio management; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, investment fund transfer and transaction services; Insurance brokerage; Insurance consultation; Life insurance brokerage; Providing information in insurance matters