SENIOR TAX & INSURANCE ADVISORS Trademark

Accounting services; Tax consultation; Income tax preparation; Tax advisory services; Database management; Management of an online database where individuals may store financial, retirement and investment related data; Financial and investments records management services, namely, organizing and indexing electronic databases of financial and investments records for others; Providing information consisting of business news, information, opinion and advice via computer networks, in particular global computer networks, mobile devices and online services; Providing economic information for business purposes, namely, aggregated economic data from various sources for allowing others to research and analyze investments of individuals, by electronic means; Referrals in the field of investment advice and financial planning

Financial advice and consultancy services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment brokerage; Investment management; Estate planning; Social Security and Medicare claims administration and consulting services rendered to individuals; Insurance consulting in the fields of life insurance; Insurance consultancy; Insurance agency and brokerage; Social security consulting services rendered to individuals in the nature of social security maximization; Financial retirement plan consulting services in the nature of tax-efficient retirement income planning