Advisory services relating to credit and debit control, investment, grants and financing of loans; Debt management consultation; Estate planning; Financial asset management; Financial consultancy services in the area of healthcare; Financial loan consultation; 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 risk management; Financial risk management consultation; Financial retirement plan consulting services; Insurance information and consultancy; Investment services, namely, asset acquisition, consultation, development and management services; Merchant banking and investment banking services; Financial services, namely, wealth management services