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, creating personalized strategies for converting home equity into tax-free cash for purchasing annuities, life insurance, long-term care, investments, and other financial instruments; Financial advisory services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information and advisory services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial restructuring services; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Financial services, namely, wealth management services; Information, advisory, consultancy and financial research services relating to finance and investments; Providing financial advisory services; Strategic financial advisory services