Counseling in the field of developing, strengthening and sustaining well-balanced families and family relationships; Legal services, namely, providing counseling in the field of estate planning, tax planning, wealth strategies, and business succession planning to families

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Printed materials, namely, brochures in the field of tax planning, wealth strategies, financial planning, investment services, trust funds, and retirement plans

'brochur':4 'field':7 'financi':13 'fund':18 'invest':15 'materi':2 'name':3 'plan':10,14,21 'print':1 'retir':20 'servic':16 'strategi':12 'tax':9 'trust':17 'wealth':11

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