WHAT IF YOU CHANGED YOUR MINDSET?

financial portfolio management, public equity investment management, private equity funds management, estate planning; financial services, namely, providing information and consultation in the field of asset management, financial vehicles, educational savings, mortgages, financial planning, retirement planning, disability planning, mortgage planning, mortgage banking services, namely origination, acquisition, servicing, securitization and brokerage of mortgage loans, real estate escrow services, real estate lending services, real estate consultation, brokerage in the field of insurance, securities, mutual funds and bonds, providing information and consultation on insurance matters, debt counseling services, debt management consultation and bill consolidation services