Advice relating to investments; Financial analysis and consultation; Financial consultation; Financial management; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment of funds for others; Management of portfolios comprising securities; Management of portfolios of transferable securities