Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial advice relating to income tax; Financial advice relating to tax; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy; Financial consultancy and insurance consultancy; Financial customs brokerage services; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial portfolio management; 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, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial trust planning; Financial advisory and consultancy services; Financial consultation; Financial consulting; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Insurance and financial information and consultancy services; On-line financial planning services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment trust advisory services; Strategic financial advisory services