Business consulting services in the field of philanthropic strategies; Human capital management services, namely, outsourcing services in the nature of arranging service contracts for others; Business organization and management consulting; Business management consultancy and advisory services; Business tax planning and consultation services; Business succession planning and consultation services; Providing a website featuring information in the field of business consulting; Providing a website featuring information about taxation planning

Providing a website featuring information in the field of financial planning, wealth management, financial planning for retirement planning, social security claims administration, financial investing, debt management, income planning, life insurance, annuities, and legacy estate planning; Financial consultancy and advisory services; Financial planning consultation; Financial planning implementation services; Financial trust planning; Financial planning and investment advisory services; Securities brokerage; Investment consultation; Investment management services in the field of acquiring joint ventures; Cash flow planning; Financial portfolio management; Financial planning services, namely, consultation and planning in the fields of financial retirement planning, wealth management, wealth transfer, philanthropic giving relating to charitable fundraising, estate succession and legacy planning; Insurance planning, namely, life insurance consultation; Financial due diligence services in the field of real estate

Educational services, namely, providing classes, online newsletters, non-downloadable webinars, podcasts, and online journals in the nature of blogs in the fields of business consulting, financial literacy, financial planning, wealth management, divorce, retirement planning, social security, investing, debt management, income planning, lifestyle planning, insurance, annuities, taxation, and legacy planning