Financial services, namely, financial planning services, investment advisory services, investment management services, retirement income planning services, design and consultation regarding qualified retirement plans for small businesses and professional practice groups, namely, 401(k) plans and SEP-IRAs, estate-related financial planning services, tax-related financial planning services, and Medicare-related financial planning services, all of the foregoing rendered for retail individual and family clients; none of the foregoing including banking, deposit-taking, or trust company services, insurance underwriting, insurance brokerage, or annuity issuance, or management of pooled investment vehicles, private funds, mutual funds, exchange-traded funds, or institutional client portfolios.

'401':32 'advisori':8 'annuiti':87 'bank':74 'brokerag':85 'busi':26 'client':68,105 'compani':80 'consult':19 'deposit':76 'deposit-tak':75 'design':17 'estat':40 'estate-rel':39 'exchang':100 'exchange-trad':99 'famili':67 'financi':1,4,42,48,55 'forego':61,72 'fund':96,98,102 'group':30 'includ':73 'incom':14 'individu':65 'institut':104 'insur':82,84 'invest':7,10,93 'ira':38 'issuanc':88 'k':33 'manag':11,90 'medicar':53 'medicare-rel':52 'mutual':97 'name':3,31 'none':69 'plan':5,15,23,34,43,49,56 'pool':92 'portfolio':106 'practic':29 'privat':95 'profession':28 'qualifi':21 'regard':20 'relat':41,47,54 'render':62 'retail':64 'retir':13,22 'sep':37 'sep-ira':36 'servic':2,6,9,12,16,44,50,57,81 'small':25 'take':77 'tax':46 'tax-rel':45 'trade':101 'trust':79 'underwrit':83 'vehicl':94

WILSON WEALTH BLUEPRINT

Owner

Goods & Services