Financial planning, namely, creating personalized strategies for achieving financial independence, legacy, philanthropic, and wealth transfer endeavors for individuals and families; Investment advice in the fields of publicly traded government bonds, agency bonds, municipal bonds, CDs, publicly traded mutual funds, ETFs, individual securities, and derivatives; Investment consultation in the fields of publicly traded government bonds, agency bonds, municipal bonds, CDs, publicly traded mutual funds, ETFs, individual securities, and derivatives, public and private equity and business consulation; Investment management in the fields of publicly traded government bonds, agency bonds, municipal bonds, CDs, publicly traded mutual funds, ETFs, individual securities, and derivatives, public and private equity and business consulation