STRATAGEE FOR COLLEGE AND RETIREMENT

Financial services, namely, investment fund transfer and transaction services, assisting others with the completion of financial transactions for stocks, bonds, securities and equities, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates, financial analysis and consultation, financial evaluation for insurance purposes, financial forecasting, financial information provided by electronic means, financial investment in the field of securities, financial management, financial planning, financial portfolio management, financial research, financial trust operations, financial valuation of personal property and real estate, and providing on-line financial calculators