Debt advisory services; Debt counseling services; Debt management consultation; Debt management services; Financial advice relating to tax; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence, habit and behaviors, asset building approaches, risk and insurance knowledge and education, starting and purchasing business ownership, selling and transferring ownership of a business, employee ownership, retention through deferred compensation agreements using IRS 409(a) rule; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation in the field of insurances, investments, business ownership, short, mid and long term planning based on goals and objectives; Financial consulting and advising in the field of mergers and acquisitions; Financial data analysis; Financial investment analysis and stock research; Financial investment brokerage services; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, creating personalized strategies for achieving financial independence, habit and behaviors, asset building approaches, risk and insurance knowledge and education; Financial risk management; Financial risk management consultation; Financial advice; Financial advice, namely, budget planning; Financial analysis; Financial consulting; Financial due diligence; Financial forecasting; Financial information; Financial planning; Financial planning consultation; Financial valuations; Investment consultation in the fields of municipal bonds, securities, retirement, private and public equity, business ownership; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Strategic financial advisory services; Strategic corporate financial advisory services; Providing information in the field of financial planning for the creation of personalized strategies to achieve financial independence

Education services, namely, providing podcasts in the field of personal and business financial topics; Education services, namely, providing on-line podcasts in the field of personal and business financial topcis; Educational services, namely, providing online instruction in the field of personal and business finance; Entertainment services, namely, providing podcasts in the field of personal and business finance; Entertainment services, namely, providing video podcasts in the field of personal and business finance, and personalized strategies to achieve financial independence