Estate planning; Financial advice relating to tax; Financial advice, namely, budget planning; Financial management in the field of U.S. investing, budgeting, and tax compliance and planning for foreign-born individuals and families; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, U.S. financial planning, investing, budgeting, and tax compliance and planning for foreign-born individuals and families; 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 and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advice in the fields of retirement planning, education planning, estate planning, asset allocation, securities, and private and public equity