Estate planning; Estate trust planning; Insurance risk management; Investment advice; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Investment management in the fields of equities, bonds, cash, commodities, mutual funds, and alternative investments; Investment of funds; Philanthropy consultation relating to charitable fundraising; Trading in securities; Trading of securities options; Advice on finance during retirement; Advice relating to investments; Commodity investment advice; Consulting and information concerning insurance; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial planning and investment advisory services; 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 services, namely, wealth management services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Funds investment; Information, advisory, consultancy and research services relating to finance and investments; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Money transfer; 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; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information in the field of finance; Providing information in the field of personal finance; Securities trading and investing services for others via the internet

Money coaching services; Arranging and conducting of educational conferences in the field of faith and finance; Arranging and conducting of educational seminars faith and finance; Arranging and conducting of professional workshops in the field of faith and finance; Coaching in the field of financial literacy; Educational services, namely, conducting classes, seminars, conferences, workshops, retreats, camps and field trips in the field of faith and finance and distribution of training material in connection therewith

Spiritual consultation; Spiritual counseling; Christian spiritual counseling services; Personal growth and motivation consulting services; Providing religious counseling services; Providing spiritual and philosophical guidance in the field of faith and finance; Providing spiritual retreats in the field of faith and finance; Providing both in-person and on-line holistic spiritual counseling services; Religious and spiritual services, namely, providing gatherings and retreats to develop and enhance the spiritual lives of individuals; Religious and spiritual services, namely, providing retreats to develop and enhance the spiritual lives of elder adults, young adults, and teenagers