Financial portfolio management; Investment management

Financial services, namely financial planning, investment consultation via a global computer network; providing a website featuring information on financial planning on a global computer network

Administration of employee pension plans, third party administrator

Administration of employee pension plans

Financial planning services

Estate planning; Financial planning for retirement; Insurance administration; Insurance agencies in the field of life and long-term care

Financial planning for retirement and providing a website featuring information about retirement finances

Financial services, namely, providing financial and insurance information

Financial administration and management of employee pension plans; annuity services, namely, account and investment administration and the underwriting, issuance, investment and distribution of annuity funds; financial services, namely, investment advice, investment management, investment consultation, investment of funds for others, financial planning