Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence and retirement; Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management of employee pension plans; Financial retirement plan consulting services; Investment management; Investment management in the fields of stocks, ETFs, mutual funds, bonds, REITs, BDCs; 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, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; On-line financial planning services; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet