Financial advice; financial advice and consultancy services; financial advisory and consultancy services; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; financial asset management; financial consultation; financial consulting; financial counseling services, namely, helping others build a better working relationship with their money; financial evaluation for insurance purposes; financial information and advisory services; financial management; financial planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; financial portfolio analysis services; financial portfolio management; financial retirement plan consulting services; financial risk assessment services; financial services, namely, wealth management services; insurance and financial information and consultancy services; providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; strategic financial advisory services