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 planning, namely, providing investment advisory and consulting services in the areas of precious metals, retirement planning, and public equity and debt markets. The company offers strategic financial guidance, risk management, asset allocation strategies, and wealth management solutions designed to help clients optimize their portfolios and achieve long-term financial security. Services include investment analysis, risk assessment, portfolio diversification, and retirement income planning