Business planning, Tax and taxation planning, advice, information and consultancy services

Financial services, namely, wealth management services, Investment management, Financial planning, Financial planning for retirement, Insurance brokerage, Estate planning, Financial retirement plan consulting services, Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence, Financial investment services, namely, asset and investment acquisition, consultation, advisory and development, Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, Strategic corporate financial instruments, Strategic corporate financial advisory services, Strategic financial advisory services, Financial planning and investment advisory services, Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families, Financial trust planning, Financial planning consultation, Financial records management