TAX-SMART 2ND OPINION

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth transfer; Financial planning, namely, tax focused strategies; Financial planning, namely, Advanced tax strategies; Financial planning, namely, tax free income; Financial planning, namely, RMD (required minimum distribution) Planning; Financial planning, namely, life insurance planning for tax purposes; Financial planning, namely, tax focused income planning; Financial planning, namely, tax assessment in combination with advisory services; Financial planning, namely, tax based wealth advisory services; Financial administration of retirement plans; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analyses; Financial analysis; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial information and evaluations; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Strategic financial advisory services