Business advisory services; Business consultancy services; Business consultation services; Business consulting services; Business management consultancy and advisory services; Income tax preparation; Tax and taxation planning, advice, information and consultancy services; Tax preparation; Business risk management

Estate planning; Estate trust planning; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, real estate investment, wealth management services, tax and taxation, asset acquisition, risk management, and portfolio maintenance; Financial portfolio analysis 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, wealth management services; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Providing financial assessment services to high-net-worth individuals, business owners, executives, retirees and pre-retirees, and financially independent women; Providing financial consultation services to high-net-worth individuals, business owners, executives, retirees and pre-retirees, and financially independent women; Strategic corporate financial advisory services; Strategic financial advisory services; Financial risk management; Financial risk management consultation; Insurance risk management; Real estate investment trust management services; Real estate investment trust advisory services