Estate trust planning; financial advisory and consultancy services; financial consultancy and insurance consultancy; financial planning; financial planning and investment advisory services; financial planning consultation; financial planning for retirement; financial planning, namely, creating personalized strategies for achieving financial independence, including money management strategy, succession planning, college funding planning, and tax mitigation strategy; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial administration of retirement plans; financial advice, namely, budget planning; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; financial information and advisory services; financial management in the field of investment portfolios, employee pension plans, 401(k) and retirement plans, 403(b) and non-retirement plans, and stock option plans; financial retirement plan consulting services; financial services, namely, wealth management services; strategic financial advisory services