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Money coaching services

Advice on finance during retirement; Estate planning; Estate trust planning; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage services; Insurance risk management; Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment management of and distribution of annuities; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial investment analysis and stock research; Financial investment brokerage services; Financial consultancy and insurance consultancy; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial planning and investment advisory services; 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, 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, providing an investment option available for variable annuity and variable life insurance products; Information, advisory, consultancy and research services relating to finance and investments; Life insurance brokerage; Mutual funds and capital investment; Providing counseling and consulting in the field of healthcare insurance benefits; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing information regarding workers' compensation insurance policy rates; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

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

Representation of clients in tax matters before tax authorities