Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial consultation; Financial consulting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, income planning; Financial retirement plan consulting services; Financial advice relating to income tax; Financial services, namely, proprietary trading in commodities, securities, options, futures, equities and fixed income products in the United States and overseas market securities; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement