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Tax planning services

Strategic financial advisory services; Financial services, namely, wealth management services; Financial planning for retirement; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Financial services, namely, mortgage planning, retirement planning, cash flow planning, estate planning, and insurance planning; financial planning, namely, college savings planning; charitable giving planning, namely, financial planning services in the nature of developing and managing charitable giving programs on behalf of individuals or families