Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, social security planning; Financial analysis and consultation; Financial analysis and research services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Social security and Medicare claims administration and consulting services rendered to individuals