SUMMIT ADVANTAGE

Consulting, financial development and financial design of employee benefit plans concerning insurance and finance; Insurance risk management for both individuals and businesses; Financial risk management; Financial administration of corporate retirement plans; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in corporate retirement plans; Providing investment advice and consultation services for individuals and businesses; Providing information regarding financial investment strategies for both individuals and businesses; Investment advisory services for individuals and businesses; Financial services, namely, wealth management services; Investment consultation services