1. Caroline Murphy, President

2. INVESTMENT TYPES Fixed Income Equities Mutual Funds Commodity Funds Emerging Market Funds

3. PORTFOLIO MANAGEMENT Minimum of $250,000 invested Personal risk analysis Diversified portfolio strategy Quarterly account statements

4. INVEST YOUR MONEY WITH US Proven growth track record 25% returns per year for past three years Estate planning Diversified investment planning

5. SERVICES INCLUDE Private financial evaluation Various mutual fund investments Retirement savings planning Tax-deferred investment options