WISE RETIREMENT SOLUTIONS WEALTH MANAGEMENT INCOME PLANNING SECURITY / PROTECTION ESTATE PLANNING

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio management; Financial risk management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance services in the nature of loss control management for others; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities