Financial services, namely, wealth management service; Financial planning; Investment management; Financial planning for retirement; Insurance services, namely writing various life and health insurance policies; Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs. Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances; Financial advice; Financial management; Financial trust planning; Financial asset management; Financial planning for retirement; Retirement Planning; Investment Tax Strategy; Retirement Income Planning; Healthcare Planning; Financial Legacy Planning; Investment advisory services; Financial Services; Investment advice; Mutual fund investment; Financial planning and investment advisory services; Annuity Services, namely, account and investment administration

Education services, namely, conducting workshops and seminars in the fields of finances, insurance, taxes, estate planning, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others to promote awareness of the need for independence and stability, namely, financial, mental and emotional health, lifestyle, and wellness