Financial advisory services; financial portfolio management; trust and estate services, namely, estate trust planning, financial trust planning, trust management accounts, estate trust management, financial trust planning, administration and advisory services regarding same; business exit financial planning; financial-related consulting services for business exit planning; investment platform management services and financial administration of investments; financial services, namely, providing advisory services and access to lending and credit solutions; financial consultation and planning, namely, consultation and planning in connection with financing and loan services; credit consultation; providing information regarding financial investment strategies; all of the above services provided exclusively through independent financial advisors