Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial information and advisory services; Financial information and evaluations; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement