Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis; Financial asset management; Financial consultancy; Financial consultancy for lottery winners; Financial consultancy services; Financial consultation; Financial consulting; Financial exchange of crypto assets; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial trust administration; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; On-line financial planning services; Providing financial information and financial advice via a website; 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; Strategic financial advisory services; Strategic corporate financial advisory services