BLUEPRINT TO TAX FREE

Financial consultancy; Cash management; Capital investment services; Capital investment management; Financial investment analysis and stock research; Financial investment brokerage; Financial information; Financial management

Legal services; Attorney services, namely, representation of clients in tax matters; Legal services, namely, representing clients in trusts, wills, and estate planning matters; Legal services, namely, assistance with legal compliance with the federal Health Insurance Portability and Accountability Act of 1996