YOUR STRATEGIC ALLIANCE FOR LIFE

Tax and taxation planning, advice, information and consultancy services

Financial planning; financial planning for retirement; Financial planning and investment advisory services; estate planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of others; College planning, namely assisting others in preparing savings plan for future college expenses; Financial risk assessment services; Insurance consulting in the field of life, disability, long-term care and individual property and casualty insurance; Providing information regarding available insurance products for commercial property and casualty, professional and personal lines; financial management services in the nature of the management of employee and executive benefit retirement plans for others; executive benefits consulting services in the field of insurance and financial benefits