THE PREVAILING FORMULA

Estate planning; Estate trust planning; Fiduciary representatives; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial advisory services; Financial consultancy services; Financial investment brokerage services; Financial portfolio analysis services; Financial risk assessment services; Financial securities exchange services; Investment advisory services; Investment consultancy; Investment management; Investment risk assessment services; Financial asset management; Financial retirement plan consulting services; Financial administration of retirement plans; Investment services, namely, asset acquisition, consultation, development and management services; Real estate investment services