FOR YOUR FINANCIAL FUTURE

Owners

Goods & Services

Financial advisory services; financial asset management services; financial consultancy and consultation services; financial evaluation for insurance purposes; financial information services; financial investment analysis and stock research; financial management services; financial planning services; financial planning for retirement; strategic financial advisory services; financial portfolio analysis services; financial portfolio management services; management of portfolios comprising securities; financial risk management services; financial advisory, consultancy, and planning services, namely, the creation of personalized strategies to achieve financial independence; financial services, namely, wealth management services; providing financial information; providing information in the field of personal finance; providing a website featuring personal financial information and financial advice; providing on-line financial calculators; investment advisory services; investment consultancy and consultation services; mutual fund investment services; investment services, namely, asset acquisition, consultation, development, and management services; information, advisory, consultancy, and research services relating to finance and investments; providing information and advice in the fields of finance, financial investments, and financial aspects of retirement; developing financial and investment plans for others; developing financial and investment portfolios for others; analysis of investment and retirement goals through financial and investment portfolio evaluation, cash flow analysis, income tax assessment, and estate plan review; strategic financial planning services, namely, providing retirement income and capital needs analysis, income tax and capital gains tax analysis and strategies, investment analysis and strategies, estate planning and estate tax minimization, and charitable giving strategies; investment advisory services, namely, assessment of investment objectives, time horizons, and risk tolerance and risk temperament; wealth management services; and insurance consultancy and consultation services