Financial advice and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial investment in the field of securities and mutual funds; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, life insurance settlement services; Insurance and financial information and consultancy services; Providing a website featuring non-downloadable videos in the field of financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement