Capital investment services; Consultancy of capital investment; Consulting and information concerning insurance; Estate planning; Estate trust planning; Financial advice relating to tax; Financial advice relating to income tax; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, creating personalized financial strategies for assisted living transitions; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment analysis and stock research; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, multigenerational wealth management and generational financial planning services; Financial planning, namely, executive wealth management services; Financial planning, namely, creating personalized financial strategies in response to transitional life events such as marriage, divorce, career change, having children, retiring, purchasing a home, and saving for higher education; Financial planning, namely, creating personalized financial strategies for integrating resources such as Social Security and Medicare; 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 advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Financial trust planning; Investment advice; Investment of funds for others; Management of a capital investment fund; Mutual funds and capital investment; Providing information regarding financial investment strategies