Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of stocks, bonds, mutual funds, cash, money markets, alternative investments, insurance and real estate.; Financial loan consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk 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