Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial management of employee pension plans; Investment advice; Investment advisory services; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment risk assessment services; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment services; Financial asset management; Financial investment analysis and stock research; Financial investment brokerage services; Financial risk management; Financial risk management consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Global investment research services; Monitoring financial markets for investment purposes; Mutual funds and capital investment; On-line financial planning services; Providing investors with financial information; Securities trading and investing services for others via the internet