Financial analysis and consultation; Financial consultation; Financial evaluation for insurance purposes; Financial investment in the field of securities; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, savings programs for youths; Investment advice; Investment management; Investment management of and distribution of variable annuities; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Providing a web site where users can post ratings, reviews and recommendations on stocks, bonds, mutual funds and other financial instruments