Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of investment portfolios, employee pension plans; Financial retirement plan consulting services; Financial services, namely, mortgage planning; Financial trust planning; Investment advice; Investment advice in the fields of municipal bonds, securities, retirement, private and public equity; Investment advisory services; Investment consultancy; Investment consultation; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity; Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Capital investment consulting; Commodity investment advice; Consultancy of capital investment; Financial consulting services, namely, advising others regarding intellectual property investments; 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, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Global investment research services; Information, advisory, consultancy and financial research services relating to finance and investments; Monitoring financial markets for investment purposes; 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 the field of employee financial benefit plans; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment consultancy