Financial planning, financial advisory and investment advisory services; customized financial management; financial asset management; investment management; investment consultation; investment of funds for others; fiduciary services, namely, trust and estate planning, trust and estate plan consultation, and estate settlement; financial planning for retirement; college tuition planning; financial risk management; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; management of portfolios comprising securities; assisting others with the completion of financial transactions for stocks, bonds, securities, and equities; investment reporting services, namely, tracking and reporting financial account, asset and financial transaction information; online financial account services; preparing account statements and summaries; providing an Internet web site portal offering online access to account information and financial statements; providing a web site featuring financial information and news in the field of finance; providing online financial calculators; providing information in the fields of banking, finance, trusts, estates, investments, financial asset management, financial planning, investment management, business planning, retirement planning, and risk management; all of the foregoing directed particularly, but not exclusively, to high net worth clients via various means, which may include but are not limited to, the Internet, global networks, cloud computing, social media, telephone, in person, e-mail and facsimile