THINK! OF THE POSSIBILITIES OF THE FUTURE OF PROSPERITY

financial planning for business owners and high net worth individuals; asset management and financial management of retirement plans for corporations and high net worth individuals; administration of employee benefit plans for employers concerning insurance and finance; wealth management services; capital investment services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; fund investment consultation; investment services, namely, asset acquisition, consultation, development and management services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Investment and financial advisor support services, namely, providing practice management solutions, consultations, and advice, to professionals and businesses in the financial and investment services industries; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments

Consulting services in the field of design, selection, implementation and use of computer hardware and software systems for others, namely, professionals and businesses in the fields of financial planning and client relation management; Consulting services in the fields of selection, implementation and use of computer hardware and software systems for others in the fields of financial planning and client relation management; Computer software consulting in the fields of financial planning and client relation management