Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy and insurance consultancy; Financial consulting services, namely, expert analysis in finance; Financial planning and investment advisory services; Financial planning consultation; Financial retirement plan consulting services; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, wealth management services; Insurance brokerage in the field of health, life, disability and long-term care insurance; Insurance consulting in the field of health, life, disability and long-term care insurance insurance; Insurance information and consultancy; Investment advice; Issuance of health, life, disability and long term care insurance; Life insurance brokerage; Management of portfolios comprising securities; Providing information, commentary and advice in the field of finance, financial investments and financial valuations