Tax and taxation planning, advice, information and consultancy services; business advisory services, consultancy and information

Investment advice; estate and living trust management; administration and management of pension plans; financial services, namely, financial planning, retirement planning, college planning, charitable giving planning, and estate planning; mortgage procurement for others; mortgage banking; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of mortgage loans; insurance planning; financial loan consultation, loan financing