FIDUCIAL

Business services for others, namely, bookkeeping, tax preparation, tax consulting, [business research, business marketing, human resources recruitment,] payroll preparation; accounting services; business management consulting[; conducting marketing studies]

Financial services, namely, personal and business financial planning, financial research, financial analysis and consultation, financial management, [portfolio management, investment planning, wealth management,] investment advisory [and planning, insurance planning,] estate planning, retirement planning, and financial planning for education

[Educational services, namely, conducting seminars in the field of financial planning and business management]