Tax preparation services; Conducting and administering a program for enabling participants to obtain discounts on products and services

Financial advisory and consultancy services; Financial information, management, and analysis services; Investment advisory services; Financial planning and investment advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Financial trust planning; On-line financial planning services; Providing a website featuring information in the field of financial services and financial planning; Advisory services in the field of estate planning; Advisory services in the field of insurance

Educational services, namely, providing on-line webinars in the field of financial services and financial planning; Providing a website featuring non-downloadable articles in the field of financial services and financial planning; Providing a website featuring non-downloadable videos in the field of financial services and financial planning; Life coaching services in the field of financial planning and wellness