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 advisory and consultancy services, namely, financial planning; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; 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 services, namely, wealth management services; On-line financial planning services; Providing financial consultation services to individuals and business; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing a web site featuring personal financial information and financial advice; Strategic financial advisory services