Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial advisory and consultancy services; Financial consultancy services; Investment advice; Monitoring financial markets for investment purposes; Financial consultancy and insurance consultancy; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services