Tax and taxation planning, advice, information and consultancy services; Tax filing services; Tax preparation

Advice on finance during retirement; Fiduciary representatives; Financial advice relating to tax; Financial advisory and consultancy services, namely, providing wealth management services including investment management, tax planning and preparation, and financial planning for affluent individuals and families nearing or in retirement; Financial advisory services; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial planning, namely, creating personalized financial strategies for achieving long-term goals and maintaining financial security throughout retirement; Financial portfolio management; 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; Investment management; Management of portfolios comprising securities; Monitoring financial markets for investment purposes; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of estate planning for affluent individuals and families

Educational services, namely, conducting seminars in the field of wealth management, economic updates, tax planning, and estate planning; On-line journals, namely, blogs featuring various topics related to wealth management for affluent individuals and families nearing or in retirement; Providing online newsletters in the field of economic updates and various topics related to wealth management for affluent individuals and families nearing or in retirement via e-mail