Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, wealth management; Financial advisory services; Financial planning; Financial information and advisory services; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment advisory services; Financial retirement plan consulting services; Providing financial advisory services; Strategic financial advisory services