Advice relating to investments; Capital investment consulting; Capital investment services; Estate planning; Estate trust management; Estate trust planning; Financial advisory and consultancy services, namely, consulting regarding executive benefits plans; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, wealth management services; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment risk assessment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations