Capital investment; Capital investment services; Financial advisory and consultancy services; Financial investment brokerage; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment fund transfer and transaction services; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds; Investment of funds for others in the fields of mutual funds, municipal bonds, and securities; Investment of funds for others; Life insurance brokerage; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Brokerage services for capital investments

Education services, namely, providing classes, seminars, and workshops in the field of family wealth management; Educational services, namely, conducting programs in the field of family wealth management