Business succession planning; Tax and taxation planning, advice, information and consultancy services

Consulting and information concerning insurance; Estate planning; 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 and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial loan consultation; Financial planning and investment advisory services; Financial services rendered in connection with the issuance, receipt and transfer of lines of credit, namely, credit processing services; Financing and loan services; Loan financing; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Consulting services in the field of employee benefit plans concerning insurance and finance; Business, stock option and pension valuation services; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families