Estate planning; Financial advice; Financial advice, namely, budget planning; Financial consultancy; Financial consultancy and insurance consultancy; Financial management; Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial trust planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Arranging and conducting of professional workshops in the field of entrepreneurship, financial literacy, personal and professional development, and motivation; Bookkeeping instruction; Business training in the field of tax planning and financial literacy; Educational services, namely, conducting programs, conferences, classes, and seminars in the field of wealth and income preservation and distribution of educational materials in connection therewith; On-line journals, namely, blogs featuring personal finance and financial literacy; Entertainment services, namely, providing podcasts in the field of financial literacy; Entertainment services, namely, providing video podcasts in the field of financial literacy