Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth accrual and management; Financial risk assessment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial trust planning; Insurance services, namely, underwriting, issuing and administration of life insurance; Providing information in the field of finance; Strategic financial advisory services