providing financial analysis for clients; providing clients with a written evaluation and analysis in the areas of tax, retirement, estates, investments, insurance, and current income needs; providing money management, supervisory services for investment portfolios; preparing asset allocation models for clients

'alloc':37 'analysi':3,13 'area':16 'asset':36 'client':5,7,40 'current':24 'estat':20 'evalu':11 'financi':2 'incom':25 'insur':22 'invest':21,33 'manag':29 'model':38 'money':28 'need':26 'portfolio':34 'prepar':35 'provid':1,6,27 'retir':19 'servic':31 'supervisori':30 'tax':18 'written':10

SEAMOUNT ADVISERS, INC.

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