S&L

FINANCIAL PLANNING SERVICES; INVESTMENT ADVISORY SERVICES; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING SECURITIES, STOCKS, FUNDS, EQUITIES, EFT EXCHANGE TRADED FUNDS, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS; PROVIDING INFORMATION AND ADVICE IN THE FIELD OF FINANCE, FINANCIAL INVESTMENTS, FINANCIAL VALUATIONS, AND THE FINANCIAL ASPECTS OF RETIREMENT; FINANCIAL PLANNING CONSULTATION; FINANCIAL PLANNING FOR RETIREMENT; FINANCIAL PLANNING, NAMELY, THE CREATION OF PERSONALIZED STRATEGIES TO ACHIEVE FINANCIAL INDEPENDENCE; FINANCIAL PORTFOLIO MANAGEMENT; FINANCIAL PORTFOLIO ANALYSIS SERVICES; INVESTMENT, MANAGEMENT SERVICES