WEALTHCRAFT

Owners

Goods & Services

Financial services, namely, financial management, financial planning, including financial life planning, financial analysis, forecasting and consultation, financial savings and investment consulting, funds and mutual funds investment services and consultation, investment advice; investment brokerage services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities; investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them; financial planning to pay taxes; insurance consultation; insurance brokerage services in the fields of life, accident and health, including annuities and variable annuities, disability income, long-term-care, and variable life; insurance services, namely insurance administration and underwriting in the fields of life, accident and health, including annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation, including executive benefits and group benefits; pension option analysis services; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; consultant services in the field of personal financial planning, and investments, insurance programs, and retirement plans; philanthropic services concerning monetary donations; providing student loan information and college planning consulting, namely recommending investments for college savings purposes