Annuity services, namely, account and investment administration; College consulting services, namely, assisting students in applying for scholarships and financial aid; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment advice; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Investment of funds; Life insurance brokerage; Advice on finance during retirement; Advice relating to investments; Financial investment brokerage services; Individual retirement account services; Mutual fund investment; Providing information in the field of financial planning