WHAT'S YOUR PLAN FOR FINANCIAL INDEPENDENCE?

Business consulting and advisory services in the areas of enterprise value maximization, and enterprise value monetization via ownership liquidation and internal succession planning, and strategies employing key employee benefit and retention programs; insurance product placement, namely, connecting buyers and sellers of insurance

Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; advisory, counseling and consulting services in the field of executive benefits for life insurance, disability insurance and financial retirement plans in addition to standard employee financial benefits plans; providing information in the field of employee financial benefit plans; employer-sponsored financial retirement plan consulting and fiduciary representative services