10211 Wincopin Circle, Suite 220 Columbia, MD Tel.: (410) Fax: (410) May 5, 2016

Our areas of expertise cover portfolio management services, financial planning, services for intermediaries and their clients and discretionary portfolio services for

We offer a number of investment advisory programs to clients, acting in our capacity as an investment adviser, including fee-based financial planning, discretionary account

We offer a number of investment advisory programs to clients, acting in our capacity as an investment adviser, including fee- based financial planning, discretionary account

Clients may hire us to provide discretionary asset management services, in which case we place trades in a client's account without contacting the client prior to each trade to

FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE) Registrant may determine to provide financial planning and/or consulting services (including investment and

In line with the Texas Primary Care Office’s (PCO) mission to improve access to primary and specialty care for the underserved in Texas, the PCO reviews Texas Conrad 30 J-1

This Form Must Be Completed and Returned to Sultana Seven Days Prior to Trip Departure Date. PO Box 524 - Chestertown, Maryland 21620 - (p) 410-778-5954 - (fax) 410-778-4531 Page

A New Approach Financial Planning does not provide continuous investment management or investment supervisory services, nor does the Firm engage in discretionary trading in a client