TRUSTWORTHY BY DESIGN

Financial services, namely, financial planning services, consulting on financial planning; Financial planning, namely, writing, drafting, creating and preparation of financial plans; Financial planning, namely, implementing financial plans; Financial analysis; Financial research; Financial risk management, financial consultation and advice and financial planning relating to financial investments, asset management and cash management, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, estate settlement services; Mortgage planning; Financial planning, namely, savings planning; Financial loan consultation; Financial portfolio management; Financial investment management; Financial research; Financial risk management; Providing on-line financial calculators; Providing financial information; Providing stock/securities market information; Brokerage in the field of stocks, mutual funds and other securities; Mutual fund investment and mutual fund distribution; Consumer lending services; Investment fund transfer and transaction services; Assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial trust operations; Trust services, namely, investment and trust company services; Estate trust management; Financial estate management in the field of living trust; Trust management accounts; Trust services, namely, investment and trust company services; Insurance services, namely, insurance consultation, insurance underwriting for all types of insurance, and writing property and casualty insurance; Investment management of and distribution of annuities; Investment services, namely, asset acquisition, consultation, development and management services; Providing an investment security; Providing on-line stored value accounts in an electronic environment and investment fund transfer and transaction services; Financial valuation of personal property and real estate; Assessment and management of real estate, tax planning and tax payment processing services; Financial administration of retirement plans, financial forecasting, and financial information processing; Housing services, namely, real property acquisition and consumer financing to facilitate home ownership; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of private equity funds; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; Mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; Payroll tax debiting services; Public equity investment management; Real estate management consultation; Real estate lending services; Real estate management consultation; Financial risk management consultation; Tax payment processing services; Financial services, namely, providing tax advice and tax advisory services