Financial planning, namely, insurance, securities, estate planning, benefit planning services, namely, 401(k), defined benefit, defined contribution and non-qualified retirement, creation of strategies to maximize tax and financial benefits to the client, money management, trust account

Financial services, namely, financial planning, insurance, securities, estate planning, benefit planning services, namely, 401K, defined benefit, defined contribution and non qualified retirement, creation of strategies to maximize the tax and financial benefits to the client, and money management, trust account and related services offered via the Global Communications