T TAX- EFFICIENT STRATEGIES R RISK & INVESTMENT MANAGEMENT U UNDERSTANDING MEDICARE AND LONG-TERM CARE S STRATEGIC INCOME PLANNING T TRANSFER OF WEALTH

Financial advice relating to income tax; Investment management; Financial risk management; Long-term care insurance underwriting; Social security and Medicare claims administration and consulting services rendered to individuals; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services