Financial services, namely, wealth management services; financial retirement plan consulting services; financial risk management and consultation services; Annuity consulting, services, and sales; Estate planning; Long term care planning; Financial planning; Financial planning for retirement; Insurance consultancy and sales, in the fields life insurance policies and annuity contracts for others; Investment advisory services; Investment management and account administration; Financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Providing information and advice in the field of finance, financial investments, insurance, annuities, and the financial aspects of retirement; Providing financial information via a website; Education and entertainment services provided via a website, blog, social media, non-downloadable publications, radio, and podcast in the field of financial and retirement planning; Production and distribution of an ongoing radio show and podcast in the field of financial and retirement planning; Arranging and conducting of seminars and workshops in the field of financial and retirement planning; Downloadable publications and e-books in the field of financial and retirement planning