Estate planning; Estate trust planning; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Social security and Medicare claims administration and consulting services rendered to individuals; Advice on finance during retirement; Capital investment; Capital investment consulting; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Funds investment; Individual retirement account services; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios