Business management services in the field of financial planning, investment advice, and wealth management; tax and taxation planning, advice, information and consultancy services; tax consultation relating to tax minimization strategy

Financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; providing information and advice in the fields of aligning financial goals with life goals; providing a website featuring information in the fields of wealth management, financial planning and financial investing; financial and investment analyses, securities research, wealth planning, asset and portfolio management, evaluation, tracking, forecasting, consultancy, advisory, and risk management relating to securities and other financial instruments; financial asset management; strategic and tactical financial advisory services; providing financial and investment advice, personalized wealth management strategies, and insurance consultation to individuals and businesses relating to general finances, retirement, estates, college tuition, and investment management; financial consulting and financial planning services provided to individuals on a fee basis; wealth advisory services for individuals; personal financial consulting; fiduciary investment advisory services; personal financial consulting services; financial services, namely, personal estate planning and financial retirement planning for individuals; advisory services in the field of financial wellness information; providing financial wellness information for the purpose of informing retirement plan design; financial research in the field of financial wellness that may inform retirement plan design; financial data analysis for the purpose of informing retirement plan design; providing financial advice and guidance for the purpose of informing retirement plan design; in-person financial planning services; financial management; financial portfolio analysis services

Educational services, namely, providing classes, seminars and workshops, and the corresponding course materials used therein, in the fields of wealth and financial education; arranging of seminars; financial education services, namely, providing classes, instruction, online non-downloadable webinars, seminars, workshops, and podcasts in the field of finance and distribution of course material in connection therewith; providing a website featuring non-downloadable videos and audio recordings featuring information and interviews in the fields of finance and wealth management