PLANNING BY THE NUMBERS

Owner

Goods & Services

Financial planning; Financial planning consultation; Financial planning for retirement; Financial trust planning; Investment management; Investment management in the fields of municipal bonds, securities, retirement, private and public equity.; Investment management of and distribution of variable annuities; Investment advice; Investment brokerage; Investment consultancy; Investment consultation; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Advice on finance during retirement; Financial investment brokerage; Financial management in the field of municipal bonds, securities, retirement, private and public equity.; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of municipal bonds, securities, retirement, private and public equity.; 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 and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity.; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity.; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement