Financial planning, namely, wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Financial research; Insurance consultation; Insurance information and consultancy; Investment management; Investment risk assessment services; Estate trust planning; Financial advice; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultation in the field of wealth building, wealth protection, and asset protection; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial planning consultation; Financial planning for retirement; Financial retirement plan consulting services; Financial risk management consultation; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Financial trust administration; Financial trust operations; Financial trust planning; Individual retirement account services; Investment advice in the fields of wealth building, wealth protection, and asset protection for professional athletes and sports personalities; Investment advice in the fields of retirement planning and career transitioning for professional athletes and sports personalities; Investment services, namely, asset acquisition, consultation, development and management services; Providing a web site featuring personal financial information and financial advice; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Trust management accounts; Trust services, namely, investment and trust company services