UNITING BUSINESS & PERSONAL STRATEGIES FOR WEALTH

Owners

Goods & Services

Administration of employee benefit plans concerning insurance and finance; Administration of employee pension plans; Administration of employee welfare benefit plans; Administration of pre-paid health care plans; Estate planning; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial analysis and research services; 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 clearing houses; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of Investments, Taxation, Wealth Management, Estate Planning, Asset Allocation, Wealth Transfer, Wealth Preservation; Financial consulting; Financial due diligence; Financial evaluation for insurance purposes; Financial exchange; Financial forecasting; Financial guarantee and surety; Financial information and advisory services; Financial information and evaluations; Financial information in the nature of rates of exchange; Financial investment in the field of Stocks, Bonds, Mutual Funds, Options, Derivatives, Currency, Annuities; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial research and information services; Financial risk management; Financial risk management consultation; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely estate settlement services; Financial services, namely providing information in the fields of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, savings programs for youths; Financial trust operations; Financial valuation of personal property and real estate; Insurance and financial information and consultancy services; Leveraged buy outs and investments in financially distressed or underperforming companies; Online financial planning services; Organizing pre-paid health care plans; Processing, administering and managing employee benefit plans; Providing a web site that assists financial professionals in the management of retirement accounts; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments; Providing on-line financial calculators; Wireless telephone payment services, namely, wireless mobile telephone rate plans; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing online information in the field of charitable monetary giving through financial and estate planning; Advice relating to investments; Capital investment consultation; Capital investment services; Commodity investment advice; Equity capital investment; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Maintaining escrow accounts for investments; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Estate trust management; Real estate investment; Real estate investment services in the nature of purchasing and selling of real estate for others; Fiduciary tax payment processing services; Payroll tax debiting services; Tax payment processing services; Brokerage in the field of Stocks, Bonds, Mutual Funds, Options, Derivatives, Currency and Insurance; Dental health insurance administration; Dental health insurance underwriting and administration; Fire insurance underwriting; Health insurance underwriting; Insurance administration in the field of employee heatlh, disability, dental, and vision beneifts; Insurance agencies; Insurance agencies in the field of life, health, disability, long-term care; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage in the field of life, health, disability, long-term care; Insurance consultancy; Insurance consultation; Insurance information and consultancy; Insurance premium rate computing; Insurance services, namely, writing property and casualty insurance; Insurance underwriting consultation; Insurance underwriting in the field of life, health, disability, long-term care; Insurance underwriting services for all types of insurance; Life insurance brokerage; Life insurance underwriting; Medical insurance underwriting; Providing information in insurance matters; Underwriting insurance for pre-paid health care

Business planning; Business succession planning; Connecting buyers and sellers of financial assets; Cost management for the health benefit plans of others; Cost management for the health care benefit plans of others; Promotion of financial and insurance services, on behalf of third parties; Tax and taxation planning, advice, information and consultancy services; Providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; Income tax consultation; Income tax preparation; Management of tax files; Tax advisory services; Tax consultation; Tax filing services; Tax preparation; Managing the operations of insurance agencies and brokers on an outsourcing basis; Providing insurance agent referrals; Tracking and monitoring insurance compliance; Accounting consultation; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business acquisition and merger consultation; Business acquisitions consultation; Business administration consultancy; Business advisory services, consultancy and information; Business appraisal consultation; Business consultation; Business consultation services; Business consulting, inquiries or information; Business consulting, management, planning and supervision; Business management and consultation; Business management consultancy and advisory services; Business management consultancy services; Business management consultation; Business management consulting and advisory services; Business merger consultation; Business organisation and management consulting services; Business organisation consulting; Business organization and management consulting; Business organization and operation consultancy; Business organization consulting; Business organizational consultation; Business research consultation; Business risk management consultation; Consultancy of personnel recruitment; Consultancy services regarding business strategies; Consultation in the field of business acquisitions; Consultation services in the field of company, business sector and industry data and research; Consulting services in business organization and management; Consulting services in the area of sustainable business solutions; Consulting services in the cost and payment management of health care