BRIGHT LAKE

Owners

Goods & Services

Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others in the field of financial, mental and emotional health, lifestyle, and wellness with the goal of fostering independence and stability

Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely, underwriting life and health insurance; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; Retirement plan administration services in the nature financial administration of retirement plans; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances in the nature of financial counseling services, namely, helping others build a better working relationship with their money; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement planning, specifically financial planning for retirement; Healthcare planning in the nature of organizing pre-paid health care plans; Financial legacy planning in the nature estate trust planning; Investment advisory services; Financial services, namely, estate settlement services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration

Investment Tax Strategy being tax advisory services; Retirement income planning in the nature of income tax consultations