SIMPLIFYING LIFE.

Financial services, namely, wealth management services; Estate trust planning; Financial planning and investment advisory services; Financial retirement plan consulting services; Consulting and information concerning insurance; Financial planning for retirement; Financial risk management; Financial trust planning; Insurance brokerage services; Issuance and administration of annuities; Debt management consultation; Financial advice, namely, budget planning; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial counseling services, namely, helping others build a better working relationship with their money