WEALTHPRO

Owners

Goods & Services

Financial services, namely, financial management, financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; financial investment services in the fields of securities, asset allocation, stocks, bonds, mutual funds, money market funds, trusts, annuities, and indices of any of them in the nature of fee-based managed portfolios of securities, managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, accident and health, 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, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation for executive benefits and group benefits; pension option analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; philanthropic services concerning monetary donations; providing student loan information and college planning consulting, namely, recommending investments for college savings purposes