YOUR FAMILY FINANCIAL DOCTOR

Financial retirement plan consulting services; Individual retirement account services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Advice on finance during retirement; Estate trust planning; Estate planning; Providing information in the field of estate planning for familes; Insurance consulting in the field of life and health insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Life insurance brokerage; Insurance agencies in the field of life and health insurance; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities