Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized srtategies for achieving financial sustainability; Financial analysis and consultation; Financial consultancy; Financial consultation; Financial consulting; Financial due diligence; Financial information and advisory services; Financial loan consultation; 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 planning, namely, creating personalized srtategies for achieving financial security; Financial portfolio analysis services; Financial portfolio management; Financial restructuring services; Financial retirement plan consulting services; Financial trust administration; Real estate consultancy; Real estate consultation; Real estate financing services; Real estate funds investment services; Real estate management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of real estate