Financial advisory and consultancy services; Financial advisory and consultancy services, namely, wealth development and management, pension and retirement solutions, trust funding, small business financial planning and retirement plans, veterans benefits, and personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial management; Financial planning; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment fund transfer and transaction services; Advice on finance during retirement; Business finance procurement services; Financial retirement plan consulting services; Financial services, namely, wealth management services; Providing financial information via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Strategic financial advisory services