Advice on finance during retirement; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth development and management strategies, pension and retirement solutions, and personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, wealth management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services; Providing financial information via a website